Financial Planning Analyst - New York NY - Multi-Family Office Ultra High Net Worth Clients

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JOB DESCRIPTION

Job #: 15864
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
Contract Rate: standard
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 DESCRIPTION

Work 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.

QUALIFICATIONS

2+ years individual high net worth tax 1040 review experience
Education: None
  
Total Years of Experience: 1-2+
  
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