JOB DESCRIPTION

Job #: 6051
Title: Wealth Planning Associate
Job Location: New York, New York - United States
Employment Type:
Salary: $150,000.00 - $200,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Wealth Planning Associate - New York City, NY

Established fee-based RIA seeks dynamic Wealth Planning Associate to join their financial advisory team in New York City.

-Strong career track within the firm; position offers a wealth planning professional the opportunity to learn investment management

-No sales; no tax compliance; no billable hour

JOB DESCRIPTION

- Participate in client meetings; support senior leadership; counsel HNW clients with regards to sophisticated wealth planning strategies including trust and estate planning, income tax planning and investment advisory

QUALIFICATIONS

-Requires 4+ years' current or prior public accounting experience in HNW tax and estate planning. J.D. or Master's degree required.

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