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Wealth Strategist Jobs (NOW HIRING)

ProSearch

Wealth Strategist

Portland, ME

$126K - $162K/yr

Wealth Strategist On behalf of our confidential client, ProSearch is seeking an experienced Wealth Strategist with expertise in trusts and estate planning for a direct hire position based in Portland ...

New

Trust Point Inc.

Wealth Strategist

Minneapolis, MN · On-site

$126K - $163K/yr

As a Wealth Strategist on our Family Office team, you become a trusted partner to individuals, families, and privately held businesses seeking thoughtful, long-view financial guidance. You won't be ...

Trust Point Inc.

Wealth Strategist

Minneapolis, MN · On-site

$126K - $163K/yr

As a Wealth Strategist on our Family Office team, you become a trusted partner to individuals, families, and privately held businesses seeking thoughtful, long-view financial guidance. You won't be ...

Bank of America

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate ...

Parallel Advisors

Wealth Strategist

Scottsdale, AZ · Hybrid

$121K - $156K/yr

The Wealth Strategist at Parallel Advisors is an associate level role, which will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and ...

Parallel Advisors

Wealth Strategist

Coppell, TX · Hybrid

$113K - $146K/yr

The Wealth Strategist at Parallel Advisors is an associate level role, which will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and ...

Sequoia Financial Group Llc

Wealth Strategist

Phoenix, AZ · On-site

$110K - $143K/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 ...

Bank of America

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate ...

Bank of America

Wealth Strategist

Dallas, TX · On-site

$120K - $155K/yr

The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate ...

Oxford Financial Group, Ltd.

Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

POSITION SUMMARY The Wealth Strategist prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support ultra-high ...

Ci

Wealth Strategist

New York, NY

$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 ...

Sequoia Financial Group Llc

Wealth Strategist

Midvale, UT · On-site

$114K - $148K/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 ...

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 ...

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

TFO Wealth Partners is seeking a Family Wealth Strategist. _____ The Family Wealth Strategist serves as the primary adviser and trusted relationship leader for assigned client families. This role is ...

United Community Bank

Wealth Strategist

Atlanta, GA

$115K - $149K/yr

We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping ...

United Community Bank

Wealth Strategist

Brentwood, TN

$115K - $148K/yr

Overview We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients ...

United Community Bank

Wealth Strategist

Brentwood, TN · On-site

$115K - $148K/yr

Overview We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients ...

Fifth Third

Senior Wealth Strategist

Houston, TX

$116K - $149K/yr

Remains engaged with the Private Bank team in executing on the Wealth Strategy and assists the Private Bank team in coordinating the client experience. Provides professional consulting / advisory ...

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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 Jun 21, 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.

How do Wealth Strategists typically 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 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 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.

Is 200,000 enough to work with a financial advisor?

A wealth strategist typically works with clients who have substantial assets, often exceeding $200,000, to develop personalized financial plans. While $200,000 can be a starting point for some advisory services, many firms require higher minimum investments for comprehensive wealth management. The suitability depends on the advisor's fee structure and the complexity of the client's financial situation.

Is a certified wealth strategist worth it?

A certified wealth strategist is a professional credential that can enhance credibility and demonstrate expertise in financial planning and wealth management. While certification can improve job prospects and client trust, its value depends on the individual's experience, skills, and the specific employer or client needs.

What are the key skills and qualifications needed to thrive as a Wealth Strategist, and why are they important?

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.

Can financial advisors make $500,000 a year?

Wealth strategists and financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills. High earnings often depend on commission structures, assets under management, and certifications like the CFP or CFA.

What is a wealth strategist job description?

A wealth strategist is a financial professional who helps clients develop comprehensive plans to grow and protect their wealth. They analyze financial data, create investment strategies, and provide advice on estate planning, tax optimization, and risk management, often using financial planning software. Strong communication skills and relevant certifications, such as CFP or CFA, are typically required.
More about Wealth Strategist jobs
What cities are hiring for Wealth Strategist jobs? Cities with the most Wealth Strategist job openings:
What are the most commonly searched types of Wealth Strategist jobs? The most popular types of Wealth Strategist jobs are:
Who are the top companies hiring for Wealth Strategist jobs? The top employers for Wealth Strategist jobs are:
What states have the most Wealth Strategist jobs? States with the most job openings for Wealth Strategist jobs include:
Wealth Strategist jobs near you
Infographic showing various Wealth Strategist job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Wealth Strategist

ProSearch

Portland, ME

$126K - $162K/yr

Other

Posted 2 days ago

Job description

Wealth Strategist Job Description

On behalf of our confidential client, ProSearch is seeking an experienced Wealth Strategist with expertise in trusts and estate planning for a direct hire position based in Portland, Maine. This is a unique opportunity to join a prestigious wealth management firm known for delivering personalized estate, tax, and fiduciary strategies to high-net-worth clients. If you are a JD-qualified professional with deep knowledge in fiduciary law, tax law, and complex estate planning, we invite you to apply for this permanent role in one of Maine’s leading financial advisory teams.


ProSearch is partnering with a highly respected, innovative wealth management firm in Portland, Maine to find an experienced Wealth Strategist. This is an ideal role for someone who enjoys building client relationships, collaborating with top-tier professionals, and shaping the future of estate and wealth transfer planning.


If you're ready for a new challenge and want to make a lasting impact with a firm that values integrity, strategy, and long-term thinking, we’d love to hear from you.


What You’ll Be Doing

As the Wealth Strategist, you’ll lead estate and wealth planning conversations with high-net-worth individuals and families. You will be the subject matter expert in trusts, estates, tax planning, and fiduciary strategy, helping clients make confident, informed decisions about their financial future.

You will also play a leadership role within the firm by mentoring advisors, developing planning tools, and contributing thought leadership to strengthen the firm's estate planning offerings.

Day-to-Day

  1. Designing and leading custom estate and wealth transfer plans based on each client's unique goals
  2. Identifying tax and fiduciary planning opportunities and collaborating with client advisory teams to execute strategies
  3. Preparing detailed estate schematics and delivering clear, actionable presentations to clients
  4. Staying up to date on trusts and estates law, tax regulations, and fiduciary trends and sharing relevant insights with the team
  5. Strengthening client relationships through thoughtful service and ongoing support
  6. Mentoring junior planners and advisors in estate planning principles and best practices
  7. Collaborating across internal departments to improve the firm’s wealth planning and trust services


Requirements:

  1. 7+ years of experience in legal, tax, or wealth management, with a focus on estate and trust planning
  2. JD (Juris Doctor) is required
  3. Expertise in fiduciary law, estate tax planning, and multigenerational wealth strategies
  4. Strong presentation and communication skills with the ability to simplify complex concepts
  5. Experience mentoring team members and contributing to strategic planning initiatives
  6. Must be able to work onsite in Portland, Maine


Why This Role Stands Out

  1. Join a respected wealth management firm with a strong reputation for integrity and innovation
  2. Work with engaged clients who value high-level planning and personal relationships
  3. Step into a leadership position that allows you to shape the firm's estate and trust planning strategy
  4. Live and work in Portland, Maine, a thriving coastal city known for its quality of life
  5. Competitive salary and a full benefits package
  6. Strong growth opportunities


Apply Now

ProSearch is managing the hiring process on behalf of this confidential client. If you are interested in this Wealth Strategist position in Portland, Maine, please apply today. Your application will be handled with the highest level of discretion and professionalism.

Apply