JOB DESCRIPTION

Job #: 6068
Title: Senior Estate Planning Strategist
Job Location: New York, New York - United States
Employment Type:
Salary: $210,000.00 - $280,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Senior Estate Planning Strategist - Top Tier Financial Services Firm - New York, N.Y

Wealth Management Team at a top tier national wealth management firm seeks an experienced Estate Planning Strategist to advise high net worth clientele (10mm-100mm) in New York.

This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses. Excellent benefits package. The role offers work/life balance and a solid career track within the firm.

JOB DESCRIPTION

The Estate Planning Strategist will counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including wealth transfer, estate and tax planning, philanthropic matters and business succession planning. In addition, the Strategist will work closely with the trust and investment teams to ensure the client is surrounded with subject matter experts in all areas of holistic wealth management. Extensive client contact and networking with industry peers in the T&E legal community.

QUALIFICATIONS

This position requires a J.D and 9+ years’ experience at a law or financial services firm.

Education:
University - JD

APPLY NOW FOR THIS JOB

Our recruiters are currently seeking to fill this position and hundreds like this in our network. If you are a match you'll be contacted with additional details.

We value your privacy and will never share your information with any employer without your consent.

Send your profile and resume to the recruiter who posted this job. You may include a cover letter to introduce yourself.

Cover Letter Text:

5,000 character limit



How can we make this page better for you? Add your suggestions below.