| Job Details
Job #: 15377 - Ultra High Net Worth Wealth Planner - Washington DC - 50MM+ level clientele
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15377
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| Inactive / Filled |
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Ultra High Net Worth Wealth Planner - Washington DC - 50MM+ level clientele
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DC-Washington
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
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| Wealth Management - Asset & Investment; Wealth Management - Trust Tax |
| Financial Services |
| Low: $100,000 |
High: $150,000 |
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| Low: $125,000 |
High: $195,000 |
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| Competitive compensation package including attractive base salary + bonus |
| standard |
| No Required Travel |
| Yes |
| Full Time / Direct Hire |
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| Ultra High Net Worth Wealth Planner - Washington DC - 50MM+ level clientele; Work in tandem with senior wealth strategist in dealing with cutting edge, sophisticated issues for ultra high net worth clientele, 50-100mm+ net worth range |
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| Advise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance |
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| ~2+ years high net worth tax compliance background at a public accounting firm ~Strong computer skills including the ability to create and manipulate spreadsheets |
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| Bachelor's |
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| None |
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| None |
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| 3-4+ |
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| 1-2+ |
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