UHNW Trust Company seeks Senior Wealth Strategist to counsel clients (25 mm+ range)

Extensive client interaction, emphasizing advanced Trust Planning, Fiduciary Services, and Strategic Wealth Planning to drive company growth

• Extensive client contact; Serve as a trusted advisor to UHNW individuals, families, and organizations while focusing on sophisticated estate planning
• Expert in tax strategy and optimizing complex trust structures
• Work with founders to help foster and close new business relationships
• Proven success in cultivating relationships and acting as a trusted advisor to UHNW individuals, families, and entities
• Requires highly technical expertise and strong client-facing skills
• Hands on focus with the ability to recruit and train a highly capable team, cultivating a culture of professionalism, trust, and client-centered service
• 5+ years' experience; CPA or JD required
• Competitive salary, performance-based bonuses, and equity
  

           ~The role is located in West Palm Beach, Florida. We highly encourage candidates ready to relocate to apply.~