Financial Planning Analyst - New York NY - Boutique Wealth Management Firm
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|Status:||Inactive / Filled|
|Title:||Financial Planning Analyst - New York NY - Boutique Wealth Management Firm|
|Job Location:||NYC, NY|
|Base Compensation:||$50,000 — $90,000|
|Total Compensation:||$70,000 — $110,000|
|Is Employer Willing to Relocate?:||Might Consider|
|Other Relocation Information:||will consider relocation on a case by case basis|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Personal Trust; Wealth Management - Trust Tax|
WHY IS THIS A GREAT OPPORTUNITY?
Financial Planning Analyst - New York NY - Boutique Wealth Management Firm - Will Train in all areas of financial planning, estate planning, tax planning, and investment advisory. Excellent opportunity for advancement.
JOB DESCRIPTIONWork in a team environment to analyze and provide advice to wealthy families on all aspects of personal financial planning including income tax planning, projections, investment planning, asset allocation, benefits, estate, insurance, philanthropic, etc.
1+ years exposure to investments, estate planning and tax planning for the high net worth.
Total Years of Experience: