Wealth Strategist / Senior Client Advisor

Job overview

The Wealth Strategist / Senior Client Advisor role is onsite in Princeton, NJ, with a stated salary range of $140,000–$200,000 per year. The position supports OneWell’s high-net-worth and ultra-high-net-worth families. The strategist partners with senior advisors to coordinate planning and client service across prospecting, onboarding, and ongoing relationships. The role develops comprehensive financial plans, translates complex analysis into actionable guidance, and coordinates with clients’ internal teams and external tax, legal, insurance, and family-office professionals.

What you'll do

• Partner with senior advisors across prospecting, onboarding, and ongoing service
• prepare planning analyses and client materials
• coordinate client requests and follow-up
• develop and manage financial plans
• perform cash-flow modeling and scenario analysis
• provide tax-aware planning insights
• coordinate estate and trust planning with external professionals
• collaborate with investment, operations, and service teams.

What we're looking for

Skills & competencies

wealth strategist

senior client advisor

onewell

princeton nj

full-time

financial planning

high-net-worth clients

family office

client service

$140k–$200k/year

pto

health insurance

dental insurance

retirement plan

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, health insurance, dental insurance, vision insurance, and retirement plan.

Why this role

Senior, client-facing role serving high-net-worth and ultra-high-net-worth families, with planning responsibilities across the client lifecycle.

About the employer

OneWell is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.