Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 31 days ago

Wealth Strategist

SCS99 open roles

Pay
$150,000 – $170,000 a year
Where
Deerfield Illinois
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowWealth StrategistSCS · Deerfield Illinois

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on SCS's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. SCS postings stay open a median of 41 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 31 days ago

SCS median: 41 days open

The posting

Job Description Summary:

The Wealth Strategist is a senior planning professional dedicated to the firm’s most complex and ultra-high-net-worth (UHNW) client relationships. Financial planning is the foundation of Focus Partners Wealth, and this role delivers deep subject matter expertise where client circumstances demand sophisticated, multi-disciplinary planning.

Job Description:

Partnering closely with advisors and their teams, the Wealth Strategist develops, structures, and helps implement advanced financial plans with particular emphasis on sophisticated estate and wealth transfer planning and complex income tax strategy. The role serves as a trusted resource who helps advisors identify planning opportunities, apply the appropriate level of expertise, and coordinate the firm’s specialty resources so that UHNW clients receive a consistent, high-quality planning experience.

To succeed in this role, you must be highly motivated, polished, and able to engage clients and advisors with confidence and sophistication, while exercising discretion, confidentiality, and integrity in handling sensitive client information.

Essential Duties and Responsibilities

  • Develop, maintain, and help implement advanced financial plans for the firm’s complex and ultra-high-net-worth client relationships.
  • Serve as a subject matter expert in sophisticated estate and wealth transfer planning, advising advisors and clients on strategies appropriate to significant and complex estates.
  • Provide guidance on complex income tax planning strategies, identify opportunities, and coordinate with clients’ outside professionals as appropriate.
  • Partner with advisors to identify planning opportunities within UHNW relationships and determine the appropriate depth and resources needed to address them.
  • Co-present with advisors in client and prospect meetings on advanced planning matters, increasing client confidence and satisfaction.
  • Coordinate the firm’s specialty resources (Tax, Risk/Insurance, Trust & Estate, Business Owner Solutions) so that engagement is focused where specialized expertise adds the most value.
  • Serve as a trained resource for specialized planning tools and software that are most effective in complex situations, increasing their availability to advisory teams.
  • Coordinate internal and external service providers and ensure timely execution of planning deliverables, agendas, and post-meeting action items.

Additional Responsibilities

  • Increase advisor proficiency in planning through mentoring, coaching, and sharing of planning frameworks and best practices.
  • Support the firm’s growth by participating in the planning aspects of the prospect and onboarding process, including data gathering, opportunity identification, and demonstrating the value of comprehensive planning.
  • Provide thought-leadership content in the form of articles, webinars, and internal materials.
  • Research specific topics, legislation, and planning matters unique to complex client situations and internal projects.

Qualifications

Education and/or Work Experience

  • CFP®, or an advanced degree or designation (e.g., JD, LLM, MT, CPA, AEP®) required, with an emphasis on estate and/or tax planning.
  • 5+ years of financial planning experience directly serving or supporting complex and ultra-high-net-worth client relationships.
  • Demonstrated expertise in sophisticated estate and wealth transfer planning and complex income tax strategy.

Specialized Skills

  • Strong analytical and technical planning skills, with the ability to translate complex strategies into clear, actionable client recommendations.
  • Excellent written and verbal communication and interpersonal skills; highly organized and able to excel in a fast-paced environment.
  • Competency with eMoney, Holistiplan, and/or other planning, tax, or estate planning software preferred.
  • Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required.

Other Qualifications

  • Ability to work both independently and as part of a collaborative, multi-disciplinary team.
  • Discretion in working with confidential information, with a demonstrated commitment to integrity and the fiduciary standard.
  • Comfort engaging directly with sophisticated clients and their outside advisors (attorneys, CPAs, and centers of influence).

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000 - $170,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against SCS's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on SCS's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    SCS's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.