Wealth Strategist, Ultra High Net Worth

Job Description:

Overview

The Wealth Strategist works with our Ultra High Net Worth advisory team, working with our wealthiest and most complex clients. The Wealth Strategist is responsible for providing expert estate planning advice and support in the administration of complex estate planning for ultra-high net worth clients. Support senior Wealth Strategists and outside counsel to develop and oversee tax efficient wealth planning strategies for clients.

Responsibilities

Provide support to the ultra-high net worth team and work closely with the senior wealth strategists on client relationships on the duties listed below.

Provide advisory support services to clients on estate tax planning, wealth and business succession planning, charitable planning, trust tax planning and assist in the preparation of estate documents.

Participate in internal strategy discussions for clients, collaborate with advisor teams and planning departments to address service objectives.

Collaborate with the ultra-high net worth advisory team to ensure clients goals/objectives are being met as pertains to the estate planning or charitable needs; provide advice and assistance with all aspects of trust administration.

Coordinate with the ultra-high net worth advisory team to illustrate estate planning concepts with clients.

Collaborate with the team members on estate planning recommendations that require outside coordination.

Ensure adherence to all company policies and procedures as it relates to estate planning compliance.

Qualifications

JD Required

4 years legal experience administering revocable and irrevocable trusts

Experience with ultra-high net worth individuals and families

Skills and Knowledge

Knowledge of revocable trusts, wills, POAs, health care directives, and all other documents related to foundational estate planning.

Ability to review, and administer irrevocable trusts (GRATs, IDGTs, CRTs, SLATs, ILITs, etc.) and knowledge of general concepts of gift/sale transactions.

Knowledge of the gift and estate tax rules; experience with 709s and 706s.

Embodies and demonstrates our core values of integrity, honor, humility, and excellence.

A resourceful self-starter who takes initiative to quickly assimilate and apply new knowledge.

Able to work in a fast-paced, high energy, and team-oriented environment.

Meticulous, organized, self-motivated, practical, and flexible. Able to effectively handle multiple, complex shifting projects and priorities.

Strong verbal and written communication skills. Able to effectively communicate information. Open to receiving and giving feedback.

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients’ interests first drives everything we do.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth, and giving back to the community. We are dedicated to building a diverse culture where everyone has the support, they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance. #LI-ML1

EOE M/F/D/V

Barron’s awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.