Wealth Architect

Job Description Job Description About Us: Uplevel is building a team of high-level operators to support our mission of helping business owners create, scale, and protect real wealth. We are seeking a Wealth Architect to lead advanced client strategy across entity structuring, tax positioning, and estate design. This is not an administrative role. This is a strategic, client-facing position for someone who can think at a high level and execute with precision. What This Role Owns Client Strategy …