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Wealth Strategist Jobs (NOW HIRING)

NewEdge Capital Group LLC

Wealth Strategist

Stamford, CT · On-site

$150K - $190K/yr

The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed ...

NewEdge Capital Group LLC

Wealth Strategist

Manhattan, NY · On-site

$150K - $190K/yr

The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed ...

Waldron Private Wealth

Wealth Strategist

Plymouth, MI · On-site

$115K - $149K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Advisory Strategist to execute Waldron's financial planning process which encompasses analysis, client deliverables, technical planning topics ...

Waldron Private Wealth

Wealth Strategist

Detroit, MI · On-site

$111K - $143K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Advisory Strategist to execute Waldron's financial planning process which encompasses analysis, client deliverables, technical planning topics ...

Waldron Private Wealth

Wealth Strategist

Plymouth, MI · On-site

$115K - $149K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Advisory Strategist to execute Waldron's financial planning process which encompasses analysis, client deliverables, technical planning topics ...

Corient Private Wealth LLC

Wealth Strategist

Houston, TX · On-site

$125K - $200K/yr

Income tax planning and tax-efficient wealth strategies * Estate planning and wealth transfer techniques * Trust structures and trust optimization * Generational wealth transfer and family legacy ...

TD Bank

Wealth Strategist

Boston, MA · On-site

$132K - $170K/yr

## Wealth Strategist: High Net Worth Estate & Business PlanningPostulerremote type: Sur placelocations: Boston, Massachusettstime type: Temps pleinposted on: Publié il y a 11 jour(s)time left to apply:

Sequoia Financial Group

$89K - $115K/yr

Wealth Strategist Full Time Professional Cottonwood Heights, UT, US 13 days ago Requisition ID: 1093 Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ...

Fifth Third

Senior Wealth Strategist

San Francisco, CA · On-site

$143K - $185K/yr

The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.

Sequoia Financial Group Llc

Wealth Strategist

Denver, CO · On-site

$124K - $161K/yr

Summary of the position The Wealth Strategist will construct complex financial plans as well as be an integral member of the client advisory team. This role will be the primary point of communication ...

EP Wealth Advisors, LLC

$160K - $183K/yr

The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable ...

Fifth Third Bank

Senior Wealth Strategist

Los Angeles, CA · On-site

$130K - $169K/yr

The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.

Fifth Third

Senior Wealth Strategist

Los Angeles, CA · On-site

$130K - $169K/yr

The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.

Parallel Advisors

Wealth Strategist

Dallas, TX · Hybrid

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a ...

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Wealth Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do wealth strategist jobs pay per year?

As of Sep 10, 2026, the average yearly pay for wealth strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What is a wealth strategist?

A Wealth Strategist is a financial professional who helps individuals and families plan, grow, and protect their wealth. Their role typically involves creating customized financial strategies that address investment management, tax planning, estate planning, retirement planning, and risk management. Wealth Strategists work closely with clients to understand their financial goals and develop long-term plans to achieve them. They often coordinate with other professionals, such as accountants and attorneys, to ensure a comprehensive approach to wealth management.

What skills and qualifications are needed to thrive as a wealth strategist?

To thrive as a Wealth Strategist, you need strong financial analysis skills, investment knowledge, and typically a bachelor's degree in finance or a related field, often supported by certifications like CFP or CFA. Familiarity with portfolio management software, financial planning tools, and CRM systems is essential. Exceptional interpersonal skills, active listening, and the ability to build trust help Wealth Strategists excel in client relationships. These competencies are crucial for developing tailored wealth management strategies and ensuring client satisfaction and long-term financial growth.

How do wealth strategists collaborate with other financial professionals to serve clients effectively?

Wealth Strategists often work closely with a team that includes financial advisors, tax specialists, estate planners, and investment managers to create comprehensive strategies for clients. This collaboration ensures that all aspects of a client's financial life are considered, from investments and tax planning to legacy and retirement solutions. Regular meetings and coordinated planning sessions are common, allowing the Wealth Strategist to align recommendations with the expertise of other professionals, resulting in holistic and well-integrated financial plans for clients.

What is the difference between Wealth Strategist vs Financial Advisor?

AspectWealth StrategistFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, Series 7, Series 66
Work EnvironmentHolistic wealth planning, often with high-net-worth clientsInvestment management, retirement planning, client portfolios
Employer & IndustryPrivate banks, wealth management firms, financial planning firmsBrokerages, independent firms, banks
Primary FocusDeveloping comprehensive wealth strategiesProviding investment and financial advice

While both roles involve financial planning and client advising, a Wealth Strategist focuses on creating holistic, long-term wealth plans for high-net-worth clients, often requiring advanced certifications. A Financial Advisor typically provides investment and financial advice to a broader client base, including retirement and portfolio management. The roles overlap but differ mainly in scope and client focus.

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Wealth Strategist jobs near you
Infographic showing various Wealth Strategist job openings in the United States as of August 2026, with employment types broken down into 68% Full Time, 31% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Wealth Strategist

Stamford, CT • On-site

NewEdge Capital Group LLC
See more jobs at NewEdge Capital Group LLCexternal

$150K - $190K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Job Summary:

The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage sophisticated client engagements spanning cash flow and liquidity planning, estate and wealth transfer planning, tax mitigation planning, business succession planning, and philanthropy.

Reporting directly to the Head of Wealth Strategy, the Wealth Strategist will own the preparation and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex client matters, and serve as a technical resource for appropriate. This role requires a practitioner who is as comfortable in a client-facing meeting as in the mechanics of eMoney or a complex estate planning scenario.

Location: Stamford, CT or New York, NY

Responsiblities and Duties:

Cash Flow & Liquidity Planning 

  • Build and maintain comprehensive plans using eMoney Advisor, serving as the team's primary power user for the platform.
  • Develop detailed cash flow models for UHNW clients.
  • Coordinate modeling with investment team.
  • Maintain and update plans on an ongoing basis as client circumstances change.

Estate Planning

  • Review and interpret estate planning documents including revocable and irrevocable trusts, wills, powers of attorney, and healthcare directives.
  • Develop estate planning analyses illustrating wealth transfer strategies, including GRATs, SLATs, IDGTs, QPRTs, and family limited partnerships.
  • Coordinate with outside estate planning counsel to support plan implementation and document execution.
  • Summarize complex estate structures into client ready formats.

Business Succession Planning

  • Analyze and illustrate key-person planning, buy-sell agreements, deferred compensation structures, and exit planning strategies.
  • Coordinate with M&A advisors, CPAs, and legal counsel in support of liquidity events.

Philanthropic Planning

  • Develop philanthropic strategies including donor-advised funds, charitable remainder trusts, charitable lead trusts, and private foundations.
  • Quantify tax and wealth transfer benefits of charitable strategies within the broader plan.
  • Assist clients in articulating and implementing a cohesive charitable giving philosophy.

Client Engagement 

  • Participate in client-facing meetings and present planning analyses in a clear and compelling manner.
  • Collaborate with investment, and other specialists across the firm to deliver integrated advice.

Core Competencies:

  • Strong analytical and quantitative skills with an ability to translate complex planning concepts into clear client narratives.
  • Exceptional written and verbal communication; ability to present comfortably in both advisor and client settings.
  • High degree of intellectual curiosity and staying current on evolving tax law, estate planning techniques, and financial planning best practices.
  • Organized, detail-oriented, and capable of managing multiple active engagements concurrently.
  • Collaborative mindset with a strong sense of professional accountability.

Qualifications:

  • Bachelor's degree required; advanced degree (J.D., LL.M., M.T., or MBA) a strong plus.
  • CFP® designation required; two or more credentials preferred.
  • Minimum 7 years of experience in comprehensive wealth planning.
  • Background in a family office, RIA, private bank, or multi-family office environment strongly preferred.
  • Demonstrated experience preparing and presenting client-ready financial plans for UHNW clients.
  • Exposure to complex planning across estate, tax, insurance, and business owner contexts required.
  • Deep proficiency in eMoney Advisor required; ability to build complex multi-account plans, run detailed cash flow projections, and leverage advanced planning modules.
  • Strong command of Microsoft Office, particularly Excel for financial modeling.
  • Familiarity with document management systems and CRM platforms (Salesforce preferred).

Salary: $150,000 - $190,000, based on experience