Senior Wealth Strategist

Lyneer Search Group ·lyneersearch.com

Location Atlanta, GA, US
Work type Hybrid
Salary USD 175,000 - 250,000 / year
Type Full time
Level Senior
Source Shazamme
Other
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Senior Wealth Strategist 


Hybrid Office Policy - 1 day / week working from home


Position Summary 


The Senior Wealth Strategist will be a key technical and client-facing member of our advisory team. This individual will bring deep expertise in estate, tax, and wealth transfer planning while also being fluent in investments and portfolio strategy.


The ideal candidate will come from a Big 4 Private Client group, estate planning law firm, or multi-family office, and will thrive in an environment that values collaboration, technical depth, and integrated client service. This role provides the opportunity to help shape the firm’s planning capabilities as we scale to the next level.


  

Responsibilities:

     

  • Partner with firm principals and advisors to develop advanced planning strategies for high- and ultra-high-net-worth clients, including estate, gift, trust, charitable, etc.
  • Translate complex technical concepts into clear, actionable strategies that align with each client’s objectives.
  • Collaborate closely with the CIO and investment team to ensure planning and investment strategies are coordinated and tax-efficient.
  • Participate directly in client meetings as a senior resource; coordinate with clients’ external advisors (attorneys, accountants, trustees) to ensure seamless implementation.
  • Contribute to the development of firmwide planning frameworks, processes, and educational resources.
  • Mentor and develop junior members of the planning and client service teams.
  • Stay informed on legislative, tax, and regulatory developments relevant to high-net-worth and ultra-high-net-worth clients.


 

Qualifications & Skills: 


  • 10+ years of experience in wealth planning, private client services, or estate/tax law.
  • Advanced degree or designation strongly preferred: JD/LL.M. in Tax, CPA, CFP®, or CFA®.
  • Deep technical knowledge of estate, income, and transfer tax planning; experience with trusts, partnerships, and philanthropic structures.
  • Strong investment fluency and ability to discuss asset allocation, portfolio construction, and after-tax investment implications.
  • Exceptional written and verbal communication skills; able to simplify complexity and earn client trust.
  • Collaborative, strategic, and detail-oriented professional who thrives in a growth-oriented, team-driven environment.



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Frequently asked questions

Who is hiring for the Senior Wealth Strategist role?
Lyneer Search Group is hiring for the Senior Wealth Strategist position, a Shazamme client. Apply directly on the employer's career site.
Where is the Senior Wealth Strategist job located?
The Senior Wealth Strategist role with Lyneer Search Group is based in Atlanta, GA, US. The role is hybrid-friendly.
Is the Senior Wealth Strategist role remote?
Yes — the Senior Wealth Strategist position at Lyneer Search Group is hybrid. Candidates based in US are preferred.
What does the Senior Wealth Strategist role pay?
Lyneer Search Group lists the Senior Wealth Strategist role at USD 175,000–250,000 per year.
Is the Senior Wealth Strategist role full-time or contract?
This is a full time position at Lyneer Search Group.
What experience level is the Senior Wealth Strategist role?
The Senior Wealth Strategist position is aimed at senior-level candidates.
How do I apply for the Senior Wealth Strategist role at Lyneer Search Group?
Apply directly on Lyneer Search Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct