Wealth Planning Strategist

Overview

Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.

Highlights

• Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele)
• Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement
• Strong culture of independent thought and quality of life
• Competitive base salary, profit and performance-based bonuses, excellent benefits

Requirements

• CFP or other advanced designation such as CPA, CFA level 2 or JD