Senior Wealth Planner - Northeast - 80M+ level clientele - Family Office

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JOB DESCRIPTION

Job #: 15379
Status: Inactive / Filled
Title: Senior Wealth Planner - Northeast - 80M+ level clientele - Family Office
Job Location: - 1 hour outside of Boston
Base Compensation: $140,000 — $175,000
Total Compensation: $250,000 — $350,000
Benefits: standard
Is Employer Willing to Relocate?: Yes
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?

Senior Wealth Planner - Northeast - 80M+ level clientele - Family Office

JOB DESCRIPTION

Seeking strong technical planner with ability to work with multi-generational families regarding tax and estate planning, business succession, wealth transfer tax, cash flow analysis and comprehensive financial planning - extensive client contact

QUALIFICATIONS

7+ years high net worth tax research and planning background
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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