Accounting Jobs, Audit Jobs, Tax Jobs
Search Jobs Job Alerts Find Recruiters Post Your Resume Job Success Stories
accounting job search, audit job search, tax job search

Preview Accounting, Audit & Tax Jobs

Local and Nationwide Job Opportunities
for your accounting job search, audit job search or tax job search

Job Details

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

| More


 
JOB DESCRIPTION
Job #: 16151
Status: Active
Title: Wealth Planning Strategist Opportunity - Boston MA - 5mm-60mm level
Job Location: MA-Boston
Northeast (CT, ME, MA, NH, RI & VT)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $100,000       High: $125,000
Total Compensation:
Low: $115,000       High: $150,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above Average Benefits
Overnight Travel: Up to 25%
Is Employer Willing to Relocate?: Yes
 
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
Mandatory Minimum Qualifications - Must Have: 5+ years experience
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 5-6+
 
Register Now to Apply for this Job!
 
First Name:
Last Name:
E-mail Address:

 

This is a REAL job we're looking to fill RIGHT NOW!  If you feel you're qualified, please complete our free registration and apply online today!

 

Remember, the recruiters in our network often have additional jobs they are working to fill that are not posted in our databse. When you register you can introduce yourself to our recruiters and make yourself available for these other, non publicized, positions!

 

SUBMIT YOUR FREE PROFILE NOW -->

 

 

 Want to See MORE Jobs?

 

Accounting Jobs

 

Terms & Conditions and Privacy Statement