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Job #: 15380
Status: Inactive / Filled
Title: Trust and Estate Advisor - 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: $100,000       High: $150,000
Total Compensation:
Low: $120,000       High: $190,000
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?
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.
Mandatory Minimum Qualifications - Must Have: 7+ years high net worth tax research and planning background
Preferred Qualifications: JD
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 7-8+
First Name:
Last Name:
E-mail Address:


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