Wealth Planning Strategist Opportunity - Boston MA - 5mm-60mm level

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JOB DESCRIPTION

Job #: 16151
Status: Inactive / Filled
Title: Wealth Planning Strategist Opportunity - Boston MA - 5mm-60mm level
Job Location: Boston, MA
Base Compensation: $100,000 — $125,000
Total Compensation: $115,000 — $150,000
Benefits: Above Average Benefits
Is Employer Willing to Relocate?: Yes
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?


Wealth Planning Strategist Opportunity - Boston MA - 5mm-60mm level clientele - Excellent opportunity for advancement - Extensive client contact - No tax compliance - No Sales

JOB DESCRIPTION

Boutique Registered Investment Advisor firm seeks Wealth Planning Strategist in Boston to work with HNW and UHNW clientele (5mm-60mm+) regarding sophisticated estate and tax planning, financial planning, cash flow analysis, retirement planning and charitable giving strategies.

QUALIFICATIONS

5+ years experience

Education:
Bachelor's

Total Years of Experience:
5-6+

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