The Judson Group
Senior Wealth Strategist
The Judson Group, Chicago, Illinois, United States, 60290
Senior Wealth Strategist | Chicago/Cincinnati/Atlanta
Reference Number: HRJ7656Location: Chicago, IL/Cincinnati, OH/Atlanta, GAJudson 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 planningStays current with estate planning laws and technical developments and produces technical material and educational pieces/articles regarding estate planningServes as estate planning technical resource in client/advisor meetingsMinimum of 5 years relevant estate planning experience and tax experience a plusAdvanced 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 environmentCompensation:Competitive salary and bonus opportunity along with strong benefits plan.Location:
Chicago, IL/Cincinnati, OH/Atlanta, GA
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Reference Number: HRJ7656Location: Chicago, IL/Cincinnati, OH/Atlanta, GAJudson 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 planningStays current with estate planning laws and technical developments and produces technical material and educational pieces/articles regarding estate planningServes as estate planning technical resource in client/advisor meetingsMinimum of 5 years relevant estate planning experience and tax experience a plusAdvanced 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 environmentCompensation:Competitive salary and bonus opportunity along with strong benefits plan.Location:
Chicago, IL/Cincinnati, OH/Atlanta, GA
#J-18808-Ljbffr