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Strategic Estate Planner
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: New York, NY
JOB DESCRIPTION

Job #: 7863
Title: Strategic Estate Planner
Job Location: New York City, New York - United States
Employment Type:
Salary: $140,000.00 - $220,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Strategic Estate Planner - New York, NY

Counsel HNW clients (10-50mm) in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including estate and tax planning, business succession planning, and cash flow analysis

JOB DESCRIPTION

Work closely with the investment, trust and financial planning teams to surround the client with subject matter experts in all areas of holistic wealth management.

Extensive client contact.

QUALIFICATIONS

Requires 8+ years` experience and either a JD or CPA.




How to Apply:


 
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