Financial Planning Analyst - New York NY - Multi-Family Office Ultra High Net Worth Clients
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|Status:||Inactive / Filled|
|Title:||Financial Planning Analyst - New York NY - Multi-Family Office Ultra High Net Worth Clients|
|Job Location:||NYC, NY|
|Base Compensation:||$65,000 — $75,000|
|Total Compensation:||$80,000 — $90,000|
|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 - Multi Family Office Environment - Non sales position - Consulting oriented - No Tax Compliance - Will Train in Financial Planning! - Financial planning and analysis for managing directors of the firm - consulting oriented, salary plus bonus, non-sales position
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.
2+ years individual high net worth tax 1040 review experience
Total Years of Experience: