Wealth Strategist

The Wealth Strategist will serve as One Well’s in-house financial planning point-person, leading comprehensive planning for high-net-worth and ultra-high-net-worth families. This individual will ensure that all aspects of a client’s financial life—
retirement, education, insurance, cash flow, tax awareness, philanthropy, and liquidity —are integrated into a cohesive strategy and communicated clearly to clients.

This is a Director-level opportunity suited for a mid- to senior-career professional who thrives in a collaborative, entrepreneurial environment and can independently run point on sophisticated client planning.

• Lead the creation and ongoing management of comprehensive financial plans covering retirement, education, insurance, liquidity, philanthropy, and cash flow.
• Perform advanced cash-flow modeling and scenario analysis for HNW and UHNW families.
• Conduct tax-aware planning
  , including timing and charitable optimization strategies.
• Identify estate and trust planning needs and coordinate with internal and external experts as required.
• Serve as a key point of contact for all financial planning matters, supporting the assigned advisor or relationship manager.

• Participate in and contribute to client and prospect meetings where financial planning is the focus.
• Ask insightful questions to uncover goals, concerns, and priorities.
• Present analyses and recommendations in a clear, actionable manner.
• Coordinate next steps and ensure timely follow-up on planning deliverables.

• Partner closely with the firm’s estate & trust attorney, CPAs, and insurance professionals to integrate advice across disciplines.
• Collaborate with the CIO and investment team to ensure alignment between planning strategies and investment portfolios.
• Maintain the firm’s planning technology and serve as the primary user of financial planning software (e.g., eMoney, Money Guide Pro , or equivalent).

• Help refine and systematize One Well’s financial planning process to ensure scalability and consistency as the client base grows.
• Develop client-facing deliverables —presentations, reports, and planning materials that are polished, strategic, and easy to understand.
• Contribute to thought leadership by generating insights, articles, or presentations on wealth strategy and financial planning topics relevant to HNW and UHNW clients.

• Career Level: 5–12 years in financial planning or wealth management, ideally within an RIA, private bank, or planning-centric advisory firm.
• Education & Credentials: CFP® strongly preferred; CPA or equivalent tax background a plus.
• Experience: Demonstrated success in building and presenting comprehensive financial plans, using planning software as a primary tool
  .
• Orientation: Analytical and detail-oriented, yet capable of simplifying complex topics for clients.
• Mindset: Entrepreneurial, proactive, and collaborative—comfortable building processes from the ground up while thriving in a team-oriented culture.