Wealth Strategist

Citizens Bank•San Francisco, CA

6d•Hybrid

About The Position

We are seeking an experienced Wealth Strategist to partner with advisors and serve as a trusted planning resource for high net worth and ultra high net worth clients. This role focuses on advanced estate, tax, and legacy planning, translating technical strategies into clear, actionable guidance for clients and their professional teams. The ideal candidate combines strong technical expertise with excellent communication skills and a collaborative, client first mindset.

Requirements

7+ years of experience working directly with clients in a financial planning or wealth planning capacity
CFP®, JD, CPA, LLM, or Masters in Tax
Experience working directly with high net worth and ultra high net worth clients
Expert-level proficiency with eMoney financial planning software
Demonstrated track record of meeting or exceeding client service and business objectives
Strong executive presence with excellent communication, presentation, and relationship-management skills
Experience managing, mentoring, and training team members
Deep technical knowledge of financial planning, income tax, estate planning and wealth transfer strategies

Responsibilities

Develop and analyze sophisticated wealth transfer, estate, and tax planning strategies for high net worth clients.
Review estate planning documents (wills, revocable and irrevocable trusts, ILITs, GRATs, LLCs, etc.) and identify planning opportunities, risks, and areas for refinement
Evaluate life insurance strategies for estate liquidity, wealth transfer, and legacy objectives
Advise on charitable planning, gifting strategies, and multigenerational planning considerations
Independently produce and own the end-to-end creation of customized client deliverables—gather/enter data, model and compare scenarios, develop recommendations, and produce written presentation-ready output.
Partner closely with Senior Wealth Strategists, Private Wealth Teams and Private Bankers to support client engagements - operating independently on assigned engagements while also supporting senior strategists with analysis and deliverables.
Participate in client meetings as a subject matter expert, articulating complex strategies in a simple and confident manner
Coordinate with outside professionals including estate planning attorneys, CPAs, and insurance advisors to ensure alignment
Support business development efforts by helping articulate planning capabilities to prospective clients
Stay current on changes in tax law, estate planning techniques, and industry trends
Contribute to internal planning resources, templates, and best practice frameworks
Assist in developing educational content, presentations, or client communications related to wealth strategy topics