Senior Wealth Strategist

Serve as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients, partnering with Wealth Management Advisors and the Private Bank team to drive discovery, integrated planning, and strategy implementation. Lead customized wealth strategies spanning estate, income tax, gift/estate tax, investments, risk, insurance, and cash flow planning. Provide research, modeling oversight, and client deliverables, while mentoring junior talent and building referral relationships.