Wealth Strategist

Wealth Strategist | Tennessee • 8+ years of experience in public accounting, estate planning law, or wealth management• Background working with HNW/UHNW clients• Strong analytical, communication, and relationship-management skills• Desire to grow into a holistic wealth planning role A Multi-Family Office is seeking an experienced HNW/UHNW professional from public accounting, estate planning law, or wealth management to join its growing advisory team. This role focuses on delivering sophisticated, relationship-driven wealth planning for ultra-high-net-worth families with $25M+ in assets in a highly collaborative, client-first, non-sales environment. The position is ideal for a tax professional, estate planning attorney, or seasoned advisor looking to transition into comprehensive wealth planning without sales pressure, billable hours, or compliance work. The advisor will partner closely with the Chief Wealth Strategist and senior leadership to develop customized planning solutions across tax, estate, trust, and broader wealth planning matters, lead client engagements, build deep client relationships, and take on increasing responsibility over time within a supportive culture that values work-life balance and long-term professional growth.~ Relocation assistance available ~