| Location: |
NY-NYC Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
150,000 - 250,000 |
| Total Compensation: |
300,000 - 500,000+ |
| Job Description: |
Manage relationships with ultra high net worth individuals and families - Implement client-related wealth management issues including income tax, trust & estate planning, cash flow & budgeting, insurance, philanthropy, family governance, etc. |
| Education and Certifications/Licenses: |
None, None, None |
| Mandatory Minimum Qualifications: |
Strong educational background - extensive financial, estate and tax planning experience with 50MM+ level clientèle |
| Preferred Qualifications: |
Advanced degrees a plus |
| Benefits: |
standard
|
| Overnight Travel: |
|
| Relocation Assistance: |
No |
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