Reference Number: HRJ7656
Location: Chicago, IL/Cincinnati, OH/Atlanta, GA

Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Senior Wealth Strategist to serve as a technical resource for the firm in estate planning and will be a key member of the firm’s Family Office Services Group.

The ideal candidate has experience working with UHNW clients and has a strong background in estate planning. There will be a focus on multi-generational trust and GST planning, comprehensive financial planning, and tax mitigation strategies.

Key responsibilities and requirements include:

• Provides support for all matters related to estate planning
• Stays current with estate planning laws and technical developments and produces technical material and educational pieces/articles regarding estate planning
• Serves as estate planning technical resource in client/advisor meetings
• Minimum of 5 years relevant estate planning experience and tax experience a plus
• Advanced degrees and/or designations highly preferred (CFP, CPA, JD)
• Strong attention to detail, analytical skills and ability to work in a high stress, fast paced environment

Compensation:
Competitive salary and bonus opportunity along with strong benefits plan.

Location: Chicago, IL/Cincinnati, OH/Atlanta, GA

Reference Number: HRJ7656