Wealth Strategist

Job Description Summary:

The Wealth Strategist is a senior planning professional dedicated to the firm’s most complex and ultra-high-net-worth (UHNW) client relationships. Financial planning is the foundation of Focus Partners Wealth, and this role delivers deep subject matter expertise where client circumstances demand sophisticated, multi-disciplinary planning.

Job Description:

Partnering closely with advisors and their teams, the Wealth Strategist develops, structures, and helps implement advanced financial plans with particular emphasis on sophisticated estate and wealth transfer planning and complex income tax strategy. The role serves as a trusted resource who helps advisors identify planning opportunities, apply the appropriate level of expertise, and coordinate the firm’s specialty resources so that UHNW clients receive a consistent, high-quality planning experience.

To succeed in this role, you must be highly motivated, polished, and able to engage clients and advisors with confidence and sophistication, while exercising discretion, confidentiality, and integrity in handling sensitive client information.

Essential Duties and Responsibilities

• Develop, maintain, and help implement advanced financial plans for the firm’s complex and ultra-high-net-worth client relationships.

• Serve as a subject matter expert in sophisticated estate and wealth transfer planning, advising advisors and clients on strategies appropriate to significant and complex estates.

• Provide guidance on complex income tax planning strategies, identify opportunities, and coordinate with clients’ outside professionals as appropriate.

• Partner with advisors to identify planning opportunities within UHNW relationships and determine the appropriate depth and resources needed to address them.

• Co-present with advisors in client and prospect meetings on advanced planning matters, increasing client confidence and satisfaction.

• Coordinate the firm’s specialty resources (Tax, Risk/Insurance, Trust & Estate, Business Owner Solutions) so that engagement is focused where specialized expertise adds the most value.

• Serve as a trained resource for specialized planning tools and software that are most effective in complex situations, increasing their availability to advisory teams.

• Coordinate internal and external service providers and ensure timely execution of planning deliverables, agendas, and post-meeting action items.

Additional Responsibilities

• Increase advisor proficiency in planning through mentoring, coaching, and sharing of planning frameworks and best practices.

• Support the firm’s growth by participating in the planning aspects of the prospect and onboarding process, including data gathering, opportunity identification, and demonstrating the value of comprehensive planning.

• Provide thought-leadership content in the form of articles, webinars, and internal materials.

• Research specific topics, legislation, and planning matters unique to complex client situations and internal projects.

Qualifications

Education and/or Work Experience

• CFP®, or an advanced degree or designation (e.g., JD, LLM, MT, CPA, AEP®) required, with an emphasis on estate and/or tax planning.

• 5+ years of financial planning experience directly serving or supporting complex and ultra-high-net-worth client relationships.

• Demonstrated expertise in sophisticated estate and wealth transfer planning and complex income tax strategy.

Specialized Skills

• Strong analytical and technical planning skills, with the ability to translate complex strategies into clear, actionable client recommendations.

• Excellent written and verbal communication and interpersonal skills; highly organized and able to excel in a fast-paced environment.

• Competency with eMoney, Holistiplan, and/or other planning, tax, or estate planning software preferred.

• Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required.

Other Qualifications

• Ability to work both independently and as part of a collaborative, multi-disciplinary team.

• Discretion in working with confidential information, with a demonstrated commitment to integrity and the fiduciary standard.

• Comfort engaging directly with sophisticated clients and their outside advisors (attorneys, CPAs, and centers of influence).

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000 - $170,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com

The following language is for US based roles only

 

For California Applicants: Information on your California privacy rights can be found here

 

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

 

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

 

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.