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JOB DESCRIPTION
Job #: 15379
Status: Inactive / Filled
Title: Senior Wealth Planner - Northeast - 80M+ level clientele - Family Office
Job Location: Northeast (CT, ME, MA, NH, RI & VT)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $140,000       High: $175,000
Total Compensation:
Low: $250,000       High: $350,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: standard
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: Yes
 
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
Mandatory Minimum Qualifications - Must Have: 7+ years high net worth tax research and planning background
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 7-8+
 
First Name:
Last Name:
E-mail Address:

 

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