Manager, Wealth Planning Advisor
DFO Referrals · Posted Nov 10, 2026
- Westport, Connecticut, United States
- Hybrid
- Full-time · Manager
- $360K–$600K per year
- 7+ years
Manager, Wealth Planning Advisor
Compensation
Compensation for the role includes a competitive salary in the range from $360,000 -$600,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset)
Responsibilities
- Support the design and refinement of multi-generational estate, gift, and wealth-transfer strategies
- Prepare technical analyses, planning memos, and structural options
- Track planning decisions and ensure follow-through from design to executed structure
- Support the structuring of new trusts and modification or migration of existing trusts
- Draft and review planning documents in coordination with external counsel
Requirements
- Bachelor's degree
- LL.M. in Taxation or Estate Planning
- Nice to have: LL.M. in Taxation or Estate Planning
- Nice to have: experience within a family office or UHNW advisory setting