| Job Details
Job #: 15378 - Financial Planning Analyst - New York NY - Multi-Family Office Ultra High Net Worth Clients
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15378
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| Inactive / Filled |
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Financial Planning Analyst - New York NY - Multi-Family Office Ultra High Net Worth Clients
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NY-NYC
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
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| Wealth Management - Personal Trust; Wealth Management - Trust Tax |
| None |
| Low: $70,000 |
High: $100,000 |
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| Low: $80,000 |
High: $120,000 |
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| standard |
| No Required Travel |
| Might Consider |
| will consider relocation on a case by case basis |
| Full Time / Direct Hire |
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| Financial Planning Analyst - New York NY - Multi Family Office Environment - Non sales position - Consulting oriented - No Tax Compliance - Will Train in Financial Planning! - Financial planning and analysis for managing directors of the firm - consulting oriented, salary plus bonus, non-sales position |
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| Work in a team environment to analyze and provide advice to wealthy families on all aspects of personal financial planning including income tax planning, projections, investment planning, asset allocation, benefits, estate, insurance, philanthropic, etc. |
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| 2+ years individual high net worth tax 1040 review experience |
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| None |
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| None |
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| None |
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| 1-2+ |
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