Lyneer Search Group
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Lyneer Search Group provided pay range
This range is provided by Lyneer Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$175,000.00/yr - $250,000.00/yr Direct message the job poster from Lyneer Search Group Business Development Director Lyneer Search Group
Position Summary The Senior Wealth Strategist will be a key technical and client-facing member of our advisory team. This individual will bring deep expertise in estate, tax, and wealth transfer planning while also being fluent in investments and portfolio strategy. The ideal candidate will come from a Big 4 Private Client group, estate planning law firm, or multi-family office, and will thrive in an environment that values collaboration, technical depth, and integrated client service. This role provides the opportunity to help shape the firm’s planning capabilities as we scale to the next level. Responsibilities Partner with firm principals and advisors to develop advanced planning strategies for high- and ultra-high-net-worth clients, including estate, gift, trust, charitable, etc. Translate complex technical concepts into clear, actionable strategies that align with each client’s objectives. Collaborate closely with the CIO and investment team to ensure planning and investment strategies are coordinated and tax-efficient. Participate directly in client meetings as a senior resource; coordinate with clients’ external advisors (attorneys, accountants, trustees) to ensure seamless implementation. Contribute to the development of firmwide planning frameworks, processes, and educational resources. Mentor and develop junior members of the planning and client service teams. Stay informed on legislative, tax, and regulatory developments relevant to high-net-worth and ultra-high-net-worth clients. Qualifications & Skills 10+ years of experience in wealth planning, private client services, or estate/tax law. Deep technical knowledge of estate, income, and transfer tax planning; experience with trusts, partnerships, and philanthropic structures. Strong investment fluency and ability to discuss asset allocation, portfolio construction, and after-tax investment implications. Exceptional written and verbal communication skills; able to simplify complexity and earn client trust. Collaborative, strategic, and detail-oriented professional who thrives in a growth-oriented, team-driven environment. Seniority level
Mid-Senior level Employment type
Full-time Job function
Strategy/Planning Accounting/Auditing Finance Referrals increase your chances of interviewing at Lyneer Search Group by 2x Get notified about new Wealth Manager jobs in
Atlanta, GA . Atlanta, GA $85,000.00-$110,000.00 6 days ago Atlanta, GA $60,000.00-$100,000.00 1 month ago Atlanta, GA $100,000.00-$120,000.00 2 weeks ago Asset Wealth Management Consulting Manager in Atlanta, GA $99,000.00-$232,000.00 1 day ago Relationship Manager I - Business Banking Atlanta, GA $65,000.00-$100,000.00 1 week ago Atlanta, GA $60,000.00-$100,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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This range is provided by Lyneer Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$175,000.00/yr - $250,000.00/yr Direct message the job poster from Lyneer Search Group Business Development Director Lyneer Search Group
Position Summary The Senior Wealth Strategist will be a key technical and client-facing member of our advisory team. This individual will bring deep expertise in estate, tax, and wealth transfer planning while also being fluent in investments and portfolio strategy. The ideal candidate will come from a Big 4 Private Client group, estate planning law firm, or multi-family office, and will thrive in an environment that values collaboration, technical depth, and integrated client service. This role provides the opportunity to help shape the firm’s planning capabilities as we scale to the next level. Responsibilities Partner with firm principals and advisors to develop advanced planning strategies for high- and ultra-high-net-worth clients, including estate, gift, trust, charitable, etc. Translate complex technical concepts into clear, actionable strategies that align with each client’s objectives. Collaborate closely with the CIO and investment team to ensure planning and investment strategies are coordinated and tax-efficient. Participate directly in client meetings as a senior resource; coordinate with clients’ external advisors (attorneys, accountants, trustees) to ensure seamless implementation. Contribute to the development of firmwide planning frameworks, processes, and educational resources. Mentor and develop junior members of the planning and client service teams. Stay informed on legislative, tax, and regulatory developments relevant to high-net-worth and ultra-high-net-worth clients. Qualifications & Skills 10+ years of experience in wealth planning, private client services, or estate/tax law. Deep technical knowledge of estate, income, and transfer tax planning; experience with trusts, partnerships, and philanthropic structures. Strong investment fluency and ability to discuss asset allocation, portfolio construction, and after-tax investment implications. Exceptional written and verbal communication skills; able to simplify complexity and earn client trust. Collaborative, strategic, and detail-oriented professional who thrives in a growth-oriented, team-driven environment. Seniority level
Mid-Senior level Employment type
Full-time Job function
Strategy/Planning Accounting/Auditing Finance Referrals increase your chances of interviewing at Lyneer Search Group by 2x Get notified about new Wealth Manager jobs in
Atlanta, GA . Atlanta, GA $85,000.00-$110,000.00 6 days ago Atlanta, GA $60,000.00-$100,000.00 1 month ago Atlanta, GA $100,000.00-$120,000.00 2 weeks ago Asset Wealth Management Consulting Manager in Atlanta, GA $99,000.00-$232,000.00 1 day ago Relationship Manager I - Business Banking Atlanta, GA $65,000.00-$100,000.00 1 week ago Atlanta, GA $60,000.00-$100,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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