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

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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.
Mandatory Minimum Qualifications - Must Have: 5+ years experience
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 5-6+
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