| Location: |
NY-NYC
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
120-175k base, 175-400k+ package |
| Bonus & Incentives: |
|
| Position Responsibilities: |
*Manage engagements for diversified high net worth clientele *Review, 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. *Responsible for running client engagements, including supervision of planners, analysts, and attorneys. *Network with professionals and clients to facilitate business development |
| Education and Certifications/Licenses: |
Bachelors, Advanced degree preferred |
| Mandatory Minimum Qualifications: |
5+ years experience in a comprehensive, high net worth, financial planning capacity. *Ability to work with minimal supervision *Excellent technical and interpersonal skills required. |
| Preferred Qualifications: |
|
| Additional Comments: |
*Nationally recognized fee based financial planning firm *Extensive client contact, in addition to interaction with internal professionals. *Excellent opportunity to grow both professionally and in compensation |
| Benefits: |
standard
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
Apply On-line for this Job
(click here): |
You must be registered to apply for jobs on-line. Register now.
If this job is not an exact match you can tell us the details of your dream job and we can notify you when it is available. But you must be registered to do this. Please click here to register now. |
|
