Description

We are seeking an experienced Wealth Strategist to partner with advisors and serve as a trusted planning resource for high net worth and ultra high net worth clients. This role focuses on advanced estate, tax, and legacy planning, translating technical strategies into clear, actionable guidance for clients and their professional teams.

The ideal candidate combines strong technical expertise with excellent communication skills and a collaborative, client first mindset.

Primary responsibilities include:

Client Planning & Strategy

Develop and analyze sophisticated wealth transfer, estate, and tax planning strategies for high net worth clients.Review estate planning documents (wills, revocable and irrevocable trusts, ILITs, GRATs, LLCs, etc.) and identify planning opportunities, risks, and areas for refinementEvaluate life insurance strategies for estate liquidity, wealth transfer, and legacy objectivesAdvise on charitable planning, gifting strategies, and multigenerational planning considerationsIndependently produce and own the end-to-end creation of customized client deliverables—gather/enter data, model and compare scenarios, develop recommendations, and produce written presentation-ready output.

Advisor & Team Collaboration

Partner closely with Senior Wealth Strategists, Private Wealth Teams and Private Bankers to support client engagements - operating independently on assigned engagements while also supporting senior strategists with analysis and deliverables.Participate in client meetings as a subject matter expert, articulating complex strategies in a simple and confident mannerCoordinate with outside professionals including estate planning attorneys, CPAs, and insurance advisors to ensure alignmentSupport business development efforts by helping articulate planning capabilities to prospective clients

Research & Thought Leadership

Stay current on changes in tax law, estate planning techniques, and industry trendsContribute to internal planning resources, templates, and best practice frameworksAssist in developing educational content, presentations, or client communications related to wealth strategy topics

Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications

7+ years of experience working directly with clients in a financial planning or wealth planning capacityCFP®, JD, CPA, LLM, or Masters in TaxExperience working directly with high net worth and ultra high net worth clientsExpert-level proficiency with eMoney financial planning softwareDemonstrated track record of meeting or exceeding client service and business objectivesStrong executive presence with excellent communication, presentation, and relationship-management skillsExperience managing, mentoring, and training team membersDeep technical knowledge of financial planning, income tax, estate planning and wealth transfer strategies

Hours & Work Schedule

Hours per Week: 40Work Schedule: 4 days in office, light travel for client meetings

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.