Job Description

Job Description

Job Description

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-wealth-strategist

About Us:

At Uplevel Entrepreneur, our vision is to To redefine what it means to be an Uplevel Entrepreneur by setting a new standard for wealth creation, capital stewardship, and financial sovereignty in the Business Owner Community.

We envision a future where the most elite Business Owners don’t just earn more — they keep more, protect more, and do more with it. We are building the premier ecosystem for financial literacy, structural mastery, and generational impact in the Entrepreneurial World.

Our mission is to create an army of Uplevel Entrepreneurs who know how to win at the Game of Business and use their success to build Real Wealth — for themselves, their families, and future generations.

We are a team driven by our values, including extreme ownership, strategic precision, long-term thinking, fiduciary excellence, unapologetic capitalism, client first, always, and Mastery Over Mediocrity.

IS THIS FOR YOU?:

We’re looking for a professional with a strong foundational understanding of Asset Protection, Estate Planning, and Tax Strategy. In this role, you'll be working closely with clients to structure their entire financial lives across the Non-Passive, Passive, Portfolio, and Personal spectrums of assets and income.

While we provide in-depth training and ongoing support, candidates must come in with a solid baseline—especially when it comes to the strategic use of Trusts (with a clear understanding of Revocable vs. Irrevocable) and the use of LLCs across various states to build robust structures for our clients.

The structures we help create are designed to achieve three key outcomes:

Legacy Planning – ensuring smooth generational wealth transfer and probate avoidance

Asset Protection – minimizing exposure to lawsuits and financial threats

Tax Strategy – helping clients legally reduce tax liabilities and retain more of their earnings

You’ll be joining a collaborative team of professionals, but a working knowledge of these areas is essential to thrive in this position. If this sounds like a fit for you, please review the qualifications, requirements, and our core values carefully—and apply at the bottom of the page if you believe you’d be a strong addition to our team.

Responsibilities:

• Collaborate with clients to design and implement strategic wealth structures across Non-Passive, Passive, Portfolio, and Personal income streams

• Guide clients through advanced planning in the areas of Asset Protection, Estate Planning, and Tax Strategy.

• Recommend and assist in structuring Trusts (Revocable, Irrevocable, etc.) and LLCs in optimal jurisdictions for legacy planning, liability mitigation, and tax efficiency
• Work alongside our legal and tax teams to ensure structural plans are executed in compliance with applicable laws and regulations.
• Analyze each client’s existing structure and identify opportunities for improved tax outcomes and protection strategies.

• Educate clients by clearly explaining complex financial and legal concepts in simple, actionable language

• Maintain detailed documentation of client strategy, planning decisions, and structural recommendations

• Participate in internal training and strategy calls to stay up to date on proprietary structures and evolving planning strategies

• Foster long-term client relationships rooted in trust, transparency, and high-performance results

Qualifications:

• Active license as a JD, CPA, or CFP (required)

• Minimum 3 years of experience in estate planning, legal advisory, tax strategy, or high-level financial consulting

• Strong working knowledge of Trusts, especially the practical uses of Revocable vs. Irrevocable structures

• Understanding of how to use LLCs across various states for asset protection and entity layering

• Experience advising high-earning individuals and business owners (typically earning $500K–$3M net per year and paying $100K+ in taxes)

• Proven ability to think strategically and connect legal, tax, and financial frameworks

• Excellent verbal and written communication skills, especially in client-facing environments

• Comfortable working remotely with the ability to attend in-person meetings if needed

• Growth-minded, detail-oriented, and aligned with our mission to create generational wealth for high-performing clients

Measures of success:

Client deliverables are consistently completed on time and with high quality, fulfillment operations run smoothly and efficiently, the team performs at a high level with clear accountability, and client satisfaction with service delivery steadily improves.

Hours:

• Minimum of 40 hours per week

Salary:

For this role, compensation is based on both Salary and Company Profitability Bonuses and Value Add Bonuses. Your based compensation range would be between $70,000 to $85,000 per year, depending on the your experience and qualifications. Every year you will be able to earn up to 40% of your base salary via our bonus structure.

BENEFITS:

• Medical Insurance
• Dental insurance
• Vision Insurance
• Paid-Time Off
• Paid Holidays

Uplevel entrepreneur's core values:

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

• Extreme Ownership: We own the outcome. Every win. Every challenge. Every detail. Excuses are easy — we choose accountability.
• Strategic Precision: Strategic Precision. We don’t guess. We design. Every recommendation is grounded in law, logic, and leverage. We move with intent and calculate for results.
• Long-Term Thinking: We build for legacy, not just the next tax season. Our strategies are rooted in durability, scalability, and generational sustainability.
• Fiduciary Excellence: We operate only in the black and white. No grey zones. No half-truths. Our Clients trust us because we stay anchored in what’s tested, legal, and proven.
• Capitalism Without Apology: We believe business is the greatest tool for Freedom. We champion personal responsibility, private ownership, and the right to prosper.
• Client First, Always: Our loyalty is to our Clients’ outcomes. We never chase trends — we pursue truth. We measure our success by the real, lasting results we help deliver.
• Mastery Over Mediocrity: We don’t do good enough. We pursue mastery—in systems, service, strategy, and self. Our standard is higher because our Mission demands it.

At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

Company Description

At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

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