| Job Details
Job #: 15380 - Trust and Estate Advisor - Northeast - 80M+ level clientele - Family Office
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15380
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| Inactive / Filled |
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Trust and Estate Advisor - Northeast - 80M+ level clientele - Family Office
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Northeast (CT, ME, MA, NH, RI & VT)
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| Wealth Management - Asset & Investment; Wealth Management - Trust Tax |
| None |
| Low: $100,000 |
High: $150,000 |
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| Low: $120,000 |
High: $190,000 |
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| Competitive compensation package including attractive base salary + bonus |
| standard |
| No Required Travel |
| Yes |
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| Trust and Estate Advisor - Northeast - 80M+ level clientele - Family Office |
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| 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. |
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| 7+ years high net worth tax research and planning background |
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| JD |
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| Bachelor's |
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| None |
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| None |
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| 7-8+ |
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