Email Opening Title Wealth Strategist  Description Job Locations: All Company Locations to include Pittsburgh, PA, Stamford, CT, New Orleans, LA, Miami, FL, or Remote Job Summary: The NewEdge Wealth Strategist plays a key role in the over-all success and business development of the business. This individual will serve as one of our primary wealth planning experts and resource for all NewEdge Wealth teams, ultra-high net worth prospects and client relationships by proactively addressing clients’ needs and anticipate potential issues. They will work independently and with the team and clients to ensure mutually advantageous outcomes. Duties/Responsibilities: In the role, the Wealth Strategist will be responsible for a range of responsibilities as follows, but not limited to:   Implement the wealth strategy process by developing, consulting, and implementing customized strategies to address the complex financial issues multi-generational families, business owners, corporate executives, private equity professionals, and other individuals face.   Enable confident decision making based on quantitative analyses through the use of emoney and other planning software tools.   Provide consultative and advisory services to prospects and existing clients in the advanced areas of liquidity planning, wealth transfer, estate and trust planning, tax, philanthropy, family governance, and overall comprehensive wealth planning.   Deepen designated client relationships by remaining fully engaged, proactively reaching out, and preparing for course correction as needed.   Stay up to date on tax law and economic changes, bringing best thinking and creative strategies to clients.   Participate in new business development meetings for prospective clients, generating referrals through your professional network and partnering with colleagues to expand current client relationships to support firm growth.   Significantly contribute to wealth strategy idea generation and best practices.   Work with the broader team to create deliverables, create whitepapers, and participate in client webinars.   Educate other team members on key planning techniques, tax law updates, and other planning initiatives.   About the Organization Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.   EOE Statement Equal Opportunity Employment EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.   This position is currently not accepting applications. To search for an open position, please go to http://EdgeCoHoldings.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles -- None found --

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