| Location: |
NY-NYC
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
80 - 110 base plus bonus |
| Bonus & Incentives: |
10-30% in the first year |
| Position Responsibilities: |
*Analyze and provide advice to wealthy families on all aspects of personal financial planning including income tax planning, projections, investment planning, asset allocation, benefits, estate, insurance, philanthropic, etc. *Financial planning and analysis for managing directors of the firm |
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
*2+ years financial planning, expatriate or individual tax experience. *Ability to perform tax research and special projects
|
| Preferred Qualifications: |
|
| Additional Comments: |
*Top tier NYC based investment bank. *Department is expanding, potential to take on more responsibility.
|
| Benefits: |
standard
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
No |
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