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Ultra High Net Worth Financial Planning Specialist - 10092

Accounting/FinancePosted 26 days 23 hours 21 minutes ago. Viewed: 42 times.

Description

Why is This a Great Opportunity Growing Department of Top Tier Wealth Management Firm seeks Director/Managing Director/Partner level professional to advise UHNW clientele.   Job Description: ~Provide in-depth financial analysis and tax advice to ultra high net worth individuals and families, 50MM – 1B+; Extensive client contact ~Develop and implement strategies for tax and estate planning, wealth transfer, and all aspects of financial planning   QUALIFICATIONS Mandatory Minimum Qualifications - Must Have: ~Individual high net worth income tax background at high profile accounting firm ~Excellent relationship management skills in the 50MM+ arena ~Experience advising families on complex income and estate/gift tax structures and wealth transfer modeling   Education: Bachelors   Certifications: None   Licenses: None


Industry: Financial Services
Discipline: Investing & Investment Banking
Compensation: $250K - $350K
Company: Wealth Management Firm

Contact information



Apply Online at TheLadders.com

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