Full-Time
Private Wealth Strategist
Private Wealth Management
Posted on 7/4/2025
Jefferies
5,001-10,000 employees
Global investment banking and capital markets
Compensation Overview
$200k - $250k/yr
Company Does Not Provide H1B Sponsorship
Houston, TX, USA
In Person
 Finance & Banking (1) |
|---|
- 10+ years comprehensive planning experience working with U/HNW clients and families
- Experience with and prior focus on planning for business owners and senior management level corporate executives
- JD or CPA; LLM designation preferred
- Professional network, e.g. law firm, accounting firm, trust company and local market knowledge
- Life Insurance Licensed (or commitment to get within 6 months)
- Ability to travel up to 30% of the time
- Familiarity with financial planning tools, such as eMoney, MoneyGuidePro, etc.
- Proficiency with common/core MS applications such as Excel and PowerPoint to conduct analysis and build client-ready deliverables for presentation
- Provide cash flow analysis, income tax planning, asset protection, charitable planning and estate and wealth transfer strategies with a focus on pre-liquidity event planning for business owners and corporate executives going through an exit or sale.
- Develop, consult on and implement tax, estate and financial plans for firm colleagues, financial advisors and clients.
- Attend meetings in person or virtually with FAs, internal partners and management to deepen existing client relationships and support new business efforts in relevant markets.
- Focus on interacting with financial advisors and investment banking colleagues on their business owner corporate executive and corporate executive clients.
- Work with internal and external partners to promote estate, tax and financial planning capabilities of the Private Wealth Management group to build awareness and expand business footprint.
- Represent Jefferies Wealth Management at industry-wide events, write and publish subject and solution-specific Wealth Planning whitepapers and present on estate, tax and financial planning topics at both internal and external meetings or conferences to advisors, clients or centers-of-influence.
- Partner with Head of Planning to train and educate financial advisors on wealth planning strategies and solutions.
Jefferies is a global, full‑service investment banking and capital markets firm that helps investors, companies, and governments with advisory services, sales and trading, research, and wealth and asset management. It uses a worldwide network of more than 40 offices to deliver market insights and financial solutions to clients. Its products include advisory services for mergers and restructurings, capital markets execution, securities research, and portfolio management for individuals and institutions. The goal is to guide clients through financial markets, raise capital, and grow wealth across geographies and asset classes.
Company Size
5,001-10,000
Company Stage
IPO
Headquarters
New York City, New York
Founded
1854
Simplify's Take
What believers are saying
- SMFG's 20% stake and Hyakutome board nomination strengthen Jefferies' global alliances.
- India's 2024 IPO boom with $21B raised expands Jefferies' equity underwriting opportunities.
- $162B global secondary trading volume in 2024 boosts Jefferies' capital markets revenue.
What critics are saying
- SMFG's 20% stake triggers hostile takeover, diluting Jefferies shareholders in 12-24 months.
- Biotech offerings like Intellia $150M fail amid trial setbacks, slashing underwriting fees.
- Parfums de Marly €2B sale collapses post-Sprecher exit, damaging Jefferies advisory reputation.
What makes Jefferies unique
- Jefferies leads high-profile mandates like Parfums de Marly €2B sale with Goldman Sachs.
- Jefferies underwrites major biotech offerings including Intellia $180M and Kailera $625M IPOs.
- Jefferies upgrades retail stocks like Boot Barn to Buy, driving 16% sales growth analysis.
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Benefits
Health Insurance
Life Insurance
Wellness Program
Company News
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