Advisor

Job Description

Job Description

Established Single-Family Office seeks a Wealth Planning Associate to service their UHNW clients by providing full suite of wealth management services.

• The firm is looking to hire a wealth planning professional to train in all facets of wealth management
• Work closely with senior advisors to provide wealth management advice including tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters
• Ability to learn UHNW wealth planning strategies for multi-billion dollar family members, in addition to working in a multi-generational environment with exposure to all levels of clients
• Focus is on providing excellent client service; No new business requirements
• Position offers excellent work / life balance, and a strong career track within the firm
• Requires 2+ years', financial planning and / or High-Net-Worth tax experience; CFP or pursuing, a plus

~Hybrid Work Opportunity~