|Title:||Wealth Planning Associate|
|Job Location:||New York, New York - United States|
|Salary:||$150,000.00 - $200,000.00 - US Dollars - Yearly|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Regional|
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
- 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
-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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