Wealth Strategist Jobs
Wealth Strategist jobs are open across wealth management firms, banks, insurance companies, and independent advisory practices, from associate to senior and director levels, with specializations in financial planning, estate planning, and investment advisory. Scan the live roles below and apply to whichever ones fit.
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POSITION SUMMARY
As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.
DUTIES AND RESPONSIBILITIES:
Produces and performs review of complex client estate and wealth planning deliverables
- Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
- Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
- Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
- Reviews, analyzes and summarizes sophisticated estate planning documents.
- Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
- Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
- Anticipates client questions.
Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings
- Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
- Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
- Participates in client/prospect/advisor meetings as needed.
- Participates in feedback/debrief meetings and takes a active approach to continuous improvement.
Serves as a technical resource for and to the firm
- Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
- Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
- Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
- Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
- Reviews or creates and maintains estate planning related technical education summaries and materials.
- Provides subject matter expertise and training opportunities to internal associates.
Performs other duties as assigned
QUALIFICATIONS
- College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
- Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
- Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
- Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
- Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
- Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
- Must have ability to explain complex estate planning strategies in a client friendly manner.
- Must have a professional demeanor with the utmost respect for confidential matters.
- Must be able to work independently and in a team environment.
- Must have excellent written and verbal communication skills with strong interpersonal skills.
- Must be detail oriented with excellent organizational skills.
- Must have ability to multi-task.
- Must have ability to work in a fast paced environment.
- Must have strong work ethic with a positive attitude.
WORKING CONDITIONS
- Limited travel as business needs necessitates
- Long periods of sitting utilizing a computer
- 100% onsite
POSITION SUMMARY
As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.
DUTIES AND RESPONSIBILITIES:
Produces and performs review of complex client estate and wealth planning deliverables
- Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
- Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
- Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
- Reviews, analyzes and summarizes sophisticated estate planning documents.
- Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
- Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
- Anticipates client questions.
Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings
- Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
- Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
- Participates in client/prospect/advisor meetings as needed.
- Participates in feedback/debrief meetings and takes a active approach to continuous improvement.
Serves as a technical resource for and to the firm
- Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
- Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
- Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
- Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
- Reviews or creates and maintains estate planning related technical education summaries and materials.
- Provides subject matter expertise and training opportunities to internal associates.
Performs other duties as assigned
QUALIFICATIONS
- College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
- Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
- Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
- Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
- Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
- Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
- Must have ability to explain complex estate planning strategies in a client friendly manner.
- Must have a professional demeanor with the utmost respect for confidential matters.
- Must be able to work independently and in a team environment.
- Must have excellent written and verbal communication skills with strong interpersonal skills.
- Must be detail oriented with excellent organizational skills.
- Must have ability to multi-task.
- Must have ability to work in a fast paced environment.
- Must have strong work ethic with a positive attitude.
WORKING CONDITIONS
- Limited travel as business needs necessitates
- Long periods of sitting utilizing a computer
- 100% onsite
Wealth Strategist Jobs by Experience Level
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Find Wealth Strategist JobsWealth Strategist Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in wealth strategist jobs.
- Certified Financial Planner (CFP) designation or active progress toward it
- Experience managing or supporting high-net-worth client relationships
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- FINRA Series 65 or Series 66 license, or equivalent state registration
- Bachelor's degree in finance, economics, accounting, or a related field
- Knowledge of estate planning, tax strategy, and investment portfolio construction
Tips for Your Wealth Strategist Job Search
Lead your resume with designations
Certifications like CFP, CFA, or CPWA signal credibility faster than any summary statement for wealth strategist roles. List yours prominently in your header or a dedicated credentials section so hiring managers spot them before reading further.
Quantify your book of business
Firms hiring wealth strategists want to know the scale of assets you've managed or supported. Replace vague experience bullets with concrete figures, such as total assets under advisement, client household counts, or portfolio growth achieved in a prior role.
Apply early to roles that fit
Migrate Mate lists wealth strategist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by client segment served
Wealth strategist roles differ sharply by client type: ultra-high-net-worth, mass affluent, or institutional. Read each job description carefully and tailor your application to show direct experience with that firm's target client tier rather than submitting a generic resume.
Prepare for a planning case study
Many wealth management interviews include a live financial planning scenario where you build or critique a sample client plan on the spot. Practice walking through estate, tax, and investment considerations out loud so you can communicate your reasoning clearly under pressure.
Negotiate total compensation, not just base
Wealth strategist offers often include a production-based or AUM-linked bonus structure alongside base salary. Before accepting, ask the recruiter to clarify payout thresholds, ramp periods, and how compensation changes as your book grows, so you understand what you're actually agreeing to.
Wealth Strategist Jobs: Frequently Asked Questions
Which companies are hiring the most wealth strategists?
The companies hiring the most wealth strategists right now include JPMorganChase, OneWell, and Goldman Sachs, with the largest share of openings in Texas, Florida, and New York, based on current listings on Migrate Mate as of November 2026. Activity shifts with market conditions, so checking current listings regularly gives you the most accurate picture.
How many wealth strategist jobs are remote?
About 50% of wealth strategist openings are fully remote or hybrid as of November 2026, though the share varies by firm type and client segment. Financial planning and paraplanning support roles tend to have the highest remote availability, while positions focused on new client acquisition and relationship management are more commonly on-site.
How do you become a wealth strategist?
Start by earning a bachelor's degree in finance, economics, or accounting, then pursue the CFP designation, which requires completing approved coursework, passing a comprehensive exam, and accumulating supervised professional experience. Most practitioners begin in paraplanner or financial analyst roles to build technical planning skills before moving into a client-facing wealth strategist position.
Can you get hired as a wealth strategist with little experience?
Entry-level wealth strategist roles do exist, particularly at firms with structured associate programs, but they typically require at least a CFP candidacy enrollment and some client service background. Internships at registered investment advisors or banks, combined with passing FINRA licensing exams early, are the most direct ways to build a credible application before you have years of direct experience.
What does the wealth strategist interview process look like?
The process usually starts with a recruiter screen focused on credentials, licensing status, and client experience, followed by one or two rounds with senior advisors or a hiring manager. Many firms include a planning case study where you walk through a sample client scenario, and final-round interviews often involve meeting branch leadership or compliance teams before an offer is extended.
Where can I find and apply to wealth strategist jobs?
You can find and apply to wealth strategist jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the available roles, find the listings that match your credentials and target client segment, and apply directly to each one that fits your background.
See All 7 Wealth Strategist Jobs
Find roles that match your experience and apply in just a few clicks.
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