One million success stories. Start yours today.

Senior Family Wealth Strategist

Date Posted: May 29, 2026
Yearly: USD - USD
Apply Now

Job Detail

  • location_on
    Location Baja California, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 29, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Beacon Pointe Advisors LLC is looking for a Senior Family Wealth Strategist to join their Strategic and Legacy Planning department. This role is aimed at providing comprehensive guidance and education on wealth strategies for ultra-high-net-worth clients across various planning areas, including estate and tax optimization, as well as multigenerational wealth transfer.

Key responsibilities

  • Own wealth planning for UHNW clients with a net worth of at least $30M
  • Lead client engagements in collaboration with wealth advisors, legal, and accounting professionals
  • Assess clients' financial, legal, and family documents to identify planning opportunities
  • Present strategies to clients clearly and confidently, maintaining high standards of service
  • Guide advisory teams and clients on multigenerational family governance and family meetings
  • Identify solutions and services as potential sales opportunities
  • Research specific topics and legislation related to wealth planning
  • Develop content and educational materials for clients and advisors
  • Participate in department and firmwide trust and estate planning initiatives
  • Stay updated on developments in tax law and wealth transfer vehicles

Required skills

  • J.D. required
  • LL.M. in Taxation and additional designations (CTFA, CPA, CFP, etc.) preferred
  • Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients
  • At least one year of legal experience in a law firm
  • In-depth knowledge of U.S. estate, gift, and generation-skipping transfer tax laws
  • Proven ability to develop and implement complex planning strategies
  • Exceptional communication and interpersonal skills
  • Strong collaborative mindset and experience in a multi-disciplinary team
  • Strong analytical, communication, and presentation skills
  • Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook)
  • Competency with planning or research software (e.g., eMoney, BNA) preferred

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Beacon Pointe Advisors LLC
Baja California, United States of America
0 Current Jobs Openings

Beacon Pointe Advisors LLC specializes in providing strategic financial planning services, particularly to ultra-high-net-worth clients. The firm focuses on estate, tax, and philanthropic planning, aiming to preserve and transfer wealth effectively a... Read More

Google Map

Related Jobs