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Ultra High Net Worth Wealth Planner - Boston MA - 20MM+ level clientele

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Job #: 15880
Status: Inactive / Filled
Title: Ultra High Net Worth Wealth Planner - Boston MA - 20MM+ level clientele
Job Location: MA-Boston
Northeast (CT, ME, MA, NH, RI & VT)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services
Base Compensation:
Low: $90,000       High: $120,000
Total Compensation:
Low: $100,000       High: $150,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above average benefits
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: case by case basis
Employment Type: Full Time / Direct Hire
Why is This a Great Opportunity?
Ultra High Net Worth Wealth Planner - Boston MA - 20MM+ level clientele; Work in tandem with relationship manager in dealing with cutting edge, sophisticated wealth planning for ultra high net worth clientele
Job Description:
Advise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance
Mandatory Minimum Qualifications - Must Have: ~4+ years high net worth tax compliance background at a public accounting firm OR estate planning background at law firm ~Strong computer skills including the ability to create and manipulate spreadsheets
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 3-4+
Years of Experience in Present Position: 1-2+
First Name:
Last Name:
E-mail Address:


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