Senior Wealth Planner Position Available In Miami-Dade, Florida

Position Summary:

We are seeking a sophisticated, client-centric, and internationally minded Senior Wealth Planning Advisor to join our growing team in Reno, Nevada. This strategic role will provide high-level wealth planning expertise to our existing U.S.-based client structures, with a particular focus on the Nevada market, while also supporting client origination and business development efforts across the U.S. and Latin America. The ideal candidate will be a U.S.-qualified attorney with a strong background in international wealth planning and a proven ability to build and sustain trusted relationships with UHNW clients, their advisors, and the broader intermediary network. In addition to client advisory work, this role will support internal teams with legal structuring expertise and serve as a brand ambassador for our global firm in the United States.

Key Responsibilities:

Provide sophisticated wealth planning advice and structuring solutions to existing clients and their advisors in Nevada. Act as a technical legal resource for internal teams, supporting the Client Engagement Team with complex structuring questions. Originate new U.S.-based client relationships in alignment with a Marketing and Sales Plan developed alongside the Group Chief Commercial Officer. Support Latin America client origination efforts led by the LATAM Lead (based in Geneva), including 2-3 international trips per year. Collaborate closely with our affiliate office in Miami that provides insurance-based wealth structuring to U.S. clients. Contribute to the management and strategic development of the Reno office, supporting the General Manager on local business operations. Serve as a U.S. brand ambassador, representing the firm’s global values and capabilities in external engagements and industry events.

Technical Requirements:

Qualified U.S. attorney with a minimum of 10 years’ post-qualification experience in wealth planning or a related discipline. Deep understanding of U.S. and international private client structuring, asset protection, and regulatory considerations. Fluency in both English and Spanish is required. Well-established network of UHNW client advisors and intermediaries across the U.S. Demonstrated skills in client relationship development, problem-solving, and negotiation.

Desired Personality Traits:

Sophisticated, with a global perspective and deep cultural awareness. Collaborative team player who thrives in an international and cross-functional environment. Self-motivated, proactive, and capable of working independently with minimal oversight. Genuine passion for client engagement, relationship-building, and delivering long-term value. Willingness and flexibility to travel frequently throughout the U.S. and internationally. Results-oriented and focused on achieving both client satisfaction and business goals.

Ideal Candidate Background May Include:

Law firms with international private client practices Private banks or UHNW-focused banking divisions International multi-family offices Big Four private client divisions International trust or fiduciary service providers