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RMG Associates is an executive search firm specializing in Private Wealth Management.
Our clients are Family Offices, Multifamily Offices, Private Asset Management firms,
and independent “boutique” firms servicing High Net Worth/Ultra High Net Worth family clients


All applications and inquiries will be held in the strictest of confidence.


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>>Wealth Strategist for Family Office Clients

Location:  Cincinnati, OH

Our client is seeking a Wealth Strategist (WS) to be part of a multidisciplinary team that works with family office clients with who have an average of $400MM in assets.  This position is in Cincinnati, OH and the client will consider relocation for the right candidate.  

This is a planning role and the firm’s business model, platform, and resources are among the most advanced in the wealth management industry.  The WS will work with a highly specialized multidisciplinary team comprised of leading experts.  The WS will be directly involved with long term tax and wealth planning strategies for UHNW clients, such as legacy and multigenerational planning, education, and philanthropy. 

This national firm is one of the fastest growing and widely respected in the industry.  Their executive leadership, strategy, vision, and commitment to UHNW wealth advisory makes this a unique and rare business model.  This is a highly collaborative work culture and cultural fit is as important as technical qualifications.  A slogan commonly used within this firm to describe their culture is “confidence, not arrogance”. 

The WS will collaborate with a nationally recognized wealth sustainability team, a resource group with professional expertise.  This team spans traditional fields of accounting, tax, and estate planning with strategic skills and resources associated with family governance, family history, vision, and values development.  The WS will work closely with other multidisciplinary professionals to create wealth planning ideas involving tax, financial, and business matters while incorporating delivery of customized services in areas of family wealth stewardship, business succession planning, and financial education for client family members.  Candidate should bring a consultative, creative, and client-oriented mindset while able to function as a strong contributing member of an accomplished advisory team.  

  • Duties and Responsibilities include: 
  • Multi-generational wealth and financial planning,
  • Trust and fiduciary matters,
  • Business and personal tax strategies, 
  • Charitable planning
  • Business ownership succession planning. 


Requirements/Qualifications:
  • 3-7+ years of experience in wealth planning, legal, or tax environment
  • BA in finance or accounting preferred, but consideration to other fields 
  • JD and/or CPA highly preferred, and/or CFP
  • Natural fit in a collaborative, communicative, client-focused culture 

To apply, please submit your resume in a downloadable format to jeannie@rmgassociates.com.  For more information for qualified candidates, please contact Buzz Bray at (206) 402-3401.  All inquiries and applications will be held in the strictest of confidence.