🌴 JobsLeisure.com

Where Work Meets Adventure

← Back to Leisure Jobs

Senior Family Wealth Strategist

Hospitality Full Benefits Career Growth
Company

Beacon Pointe Advisors LLC

Location

Washington, United States

Posted

June 12, 2026

Start Your Adventure

Join our team and work where others vacation

Apply Now

About This Opportunity

Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise and a nuanced understanding of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located nationwide, with the potential for hybrid or remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to ultra-high-net-worth (UHNW) families, business owners, and entrepreneurs. The team works across multiple offices to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, and facilitate family meetings. The ideal candidate must be able to understand, articulate, and diagram a complex UHNW client's estate plan, provide ...