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Job #: 10573 - Wealth Advisor, UHNW (Director/Managing Director/Partner Level Position)
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10573
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| Inactive / Filled |
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Wealth Advisor, UHNW (Director/Managing Director/Partner Level Position)
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FL-W Palm Beach
Southeast (AL, FL, GA, LA, MS, NC, SC & TN)
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| WealthMgmt~Personal Trust (WMPR); WealthMgmt~Trust Tax (WMTX) |
| Financial Services |
| Low: $150,000 |
High: $200,000 |
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| Low: $200,000 |
High: $400,000 |
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| excellent bonus potential |
| standard |
| Limited Travel |
| Might Consider |
| will consider relocation on a case by case basis |
| Full Time / Direct Hire |
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| Growing Department of Top Tier Wealth Management Firm seeks Director/Managing Director/Partner level professional to advise UHNW clientele. |
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| ~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 |
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| ~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 |
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| Bachelors |
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| None |
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| None |
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| 7-8 |
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| 1-2 |
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