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Senior Wealth Strategist/Senior Financial Planner

Reference Number: HRJ5801
Location: Indianapolis, Indiana

The Judson Group has partnered with a highly-regarded wealth management firm in the search for a Senior Wealth Strategist/Senior Financial Planner to serve as a technical resource for the firm in estate planning and to 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:

Indianapolis, Indiana

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.