065 Wilmington Trust N.A. Verified 11h ago
Senior Wealth Strategist
Paramus, NJAll locationsParamus, NJThis position may be based anywhere within the M&T Bank footprint, with responsibility for supporting clients and partners throughout the Metro New York City market.New York, NY Hybrid
$170,500–$284,100 a yearPay$170,500–$284,100
TypeFull-time
Work settingHybrid
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
We are seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role is ideal for a Trust & Estate Attorney or seasoned wealth planning professional who enjoys solving sophisticated planning challenges and working alongside a collaborative team of wealth management specialists.
What you'll bring
- Bachelor’s degree and a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice
- Experience advising high-net-worth and ultra-high-net-worth clients and families.
- Strong knowledge of estate planning, trust and fiduciary services, wealth transfer strategies, taxation, and asset protection planning.
- Ability to translate complex technical concepts into practical advice and actionable solutions.
- Strong project management skills with a proven ability to follow through and execute on client recommendations.
- Excellent written, verbal, and relationship-management skills.
- Collaborative mindset and desire to work as part of a nationally recognized team of planning professionals.
- JD (Juris Doctor) or Master of Laws (LLM) degree or Master’s degree in Business Administration (MBA)
- Admission to any state Bar
- Certified Public Accountant (CPA) with focus in Federal Taxation or Estate Planning
- Minimum of 10 years’ experience in wealth management and high net worth and ultra-high net worth planning, working with closely -held business owners and families and estate, trust, and tax planning experience
- Minimum of 5 years successful external focused business development experience
Locations
Paramus, NJThis position may be based anywhere within the M&T Bank footprint, with responsibility for supporting clients and partners throughout the Metro New York City market.New York, NY