Trust and Estate Advisor - Northeast - 80M+ level clientele - Family Office

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JOB DESCRIPTION

Job #: 15380
Status: Inactive / Filled
Title: Trust and Estate Advisor - Northeast - 80M+ level clientele - Family Office
Job Location: - 1 hour outside of Boston
Base Compensation: $100,000 — $150,000
Total Compensation: $120,000 — $190,000
Benefits: standard
Is Employer Willing to Relocate?: Yes
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?

Trust and Estate Advisor - Northeast - 80M+ level clientele - Family Office

JOB DESCRIPTION

Seeking strong technical planner with ability to work high touch with 4 multi-generational families regarding trust and estate planning and administration, life insurance and investments. Extensive client contact.

QUALIFICATIONS

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