Wealth Planning Strategist Opportunity - Boston MA - 5mm-60mm level
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|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 DESCRIPTIONBoutique 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.
5+ years experience
Total Years of Experience: