---

---

Location

Bethesda, MD | United States

---

Job description

If you are a Wealth Strategist with experience, please read on!

We are a dedicated group of financial professionals with a mission to bring innovation and opportunity through investment management. We offer a variety of financial services including investment strategies, financial planning, personal accounting, and more!

What You Will Be Doing

As the Wealth Strategist, you will counsel clients in a fiduciary capacity concerning wealth planning strategies including wealth transfer, estate and income tax planning, philanthropic matters, and business succession planning.

What You Need for this Position

- 5+ years of experience in wealth strategy and estate planning
- Background in private wealth management, firm, or family office is preferred
- Juris Doctorate or CPA required
- Advanced Degree or MBA preferred
- LLM Accreditation preferred

What's In It for You

- Competitive Base Salary: $90k - $130k DOE
- Medical
- Dental
- Vision
- 401k
- Vacation/PTO

So, if you are a Wealth Strategist with experience, please apply today!

Applicants must be authorized to work in the U.S.

Preferred Skills

Family Business

Investment Management

Legal Consulting

strategy

Estate Planning

Income Tax

Tax Planning

Wealth Management

wealth planning

---

Job tags

---

---

Salary

$90k - $130k