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Financial Planning Analyst - New York NY - Boutique Wealth Management Firm

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JOB DESCRIPTION
Job #: 15865
Status: Inactive / Filled
Title: Financial Planning Analyst - New York NY - Boutique Wealth Management Firm
Job Location: NY-NYC
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Wealth Management - Personal Trust; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $65,000       High: $75,000
Total Compensation:
Low: $110,000       High: $150,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: standard
Overnight Travel: No Required Travel
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
 
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 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
Mandatory Minimum Qualifications - Must Have: 1+ years exposure to investments, estate planning and tax planning for the high net worth.
 
Education: None
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

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