UHNW Wealth Strategy Architect

A leading financial institution is seeking a Wealth Management professional to develop wealth transfer strategies for ultra-high net worth clients. Responsibilities include creating engaging client presentations and collaborating with Advisors to implement customized investment strategies. Candidates must possess a law degree and 7 years of relevant experience. This position offers a competitive salary range and industry-leading benefits, situated in the vibrant office in California. #J-18808-Ljbffr