Global leader in UHNW wealth management seeks Wealth Strategist with cross-border planning experience to develop planning strategies for their clientele (50mm-multi billion net worth) and provide cutting edge solutions and excellent client service.
No tax compliance, no billable hours.
This is not a sales role, it is 100% advisory oriented.
The Wealth Strategist will work closely with investment advisors and their clients focusing on tax, estate, wealth transfer, and charitable giving strategies.
Extensive client contact in addition to interfacing with clients' outside attorneys and CPA's.
Requires 8+ years HNW tax background (senior manager-partner level candidates or equivalent), strong analytical skills, and excellent communication and interpersonal skills.
Must be bilingual (Spanish) or have international/cross-border planning experience.
Ideal candidates will come from public accounting or have prior public accounting background.