This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.

JOB DESCRIPTION

Job #: 6066
Title: UHNW Wealth Strategist - Cross Border
Job Location: Miami, Florida - United States
Employment Type:
Salary: $200,000.00 - $400,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


UHNW Wealth Strategist - Cross Border, National Wealth Management Firm, Southeast Florida

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.

JOB DESCRIPTION

  • 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.

QUALIFICATIONS

  • 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.