Wealth Strategist (FL, Miami)
newedge advisorsDoral (FL)
Wealth Strategist (FL, Miami)
Posted 11 days ago
newedge advisorsDoral (FL)
SENIORITY
Senior
About the role
Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion, built on the belief that wealth management should be about alignment, not just returns. Through tailored strategies, cutting-edge technology, and holistic integration, Aligned Wealth ensures every financial decision works toward a family’s mission and long-term legacy. The team operates on a fixed-fee partnership model, offering complete customization across custody, investments, wealth management, legal, and tax matters, along with expanded access to alternative investments and concierge-level administrative services.
Job Summary:
We are seeking a Wealth Strategist to join the Aligned Wealth team and serve as a trusted planning partner to advisors working with sophisticated ultra-high-net-worth (UHNW) clients. This role centers on comprehensive wealth planning — spanning cash flow, estate, tax, business succession, and philanthropic strategy — while also acting as a technical resource and eMoney power user for the Aligned Wealth advisory team. The ideal candidate brings deep estate and wealth transfer planning expertise, strong technical planning skills, and the client-facing polish to translate complex strategies into clear, actionable guidance.
Responsiblities and Duties:
Develop and deliver comprehensive wealth plans covering cash flow modeling, estate planning, tax planning, business succession, and philanthropic strategy for UHNW clients.
Design, model, and clearly explain advanced estate and wealth transfer strategies, including GRATs, SLATs, IDGTs, and other sophisticated planning structures.
Serve as the team’s eMoney power user, building and maintaining sophisticated financial planning models and ensuring plans reflect each client’s full financial picture.
Partner directly with Aligned Wealth advisors to identify planning opportunities, prepare client-ready materials, and support client meetings with clear, well-organized analysis.
Act as a technical resource for the Aligned Wealth advisory team on complex planning topics, staying current on relevant tax law, estate planning techniques, and regulatory developments.
Translate complex, technical planning concepts into language that is clear, accessible, and actionable for clients and their other advisors (attorneys, CPAs, etc.).
Collaborate with internal investment, tax, and legal resources to deliver a coordinated, holistic planning experience aligned with each family’s mission and values.
Maintain accurate, well-documented client planning files and ensure adherence to firm planning standards and compliance requirements.
Qualifications: Required
Demonstrated expertise in estate and wealth transfer planning, including GRATs, SLATs, IDGTs, and related advanced strategies.
Strong proficiency with eMoney, with the ability to build, troubleshoot, and optimize complex financial plans.
Excellent client-facing communication skills, with the ability to present sophisticated strategies clearly and confidently.
Solid understanding of cash flow planning, tax planning, and business succession concepts as they apply to UHNW clients.
Strong analytical, organizational, and project management skills, with high attention to detail.
A collaborative, team-oriented approach and enthusiasm for partnering closely with advisors.
Preferred
Prior experience supporting UHNW or family office clients at an RIA, private bank, family office, or wealth management firm.
Additional credentials such as JD, CPA, CTFA, or an advanced degree in a related field.
Experience working alongside estate planning attorneys and tax professionals on integrated client strategies.
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