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|Title:||UHNW Wealth Planner|
|Job Location:||Philadelphia, Pennsylvania - United States|
|Salary:||$70,000.00 - $110,000.00 - US Dollars - Yearly|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Regional|
UHNW Wealth Planner - 25mm-1B+ level clientele - Philadelphia, PA
Top Tier Multi-National Wealth Management firm seeks public accounting HNW tax professional to join the UHNW wealth management team in Philadelphia, PA.
Provides an integrated wealth management service model covering all aspects of the client's financial needs including tax, estate and wealth transfer planning, charitable giving, investment advisory, and risk management.
~No tax compliance
~Not a Public Accounting firm
~Competitive compensation including base salary, bonus, and excellent benefits package
Will provide a tax senior or manager the opportunity to move away from public accounting into wealth management-focused career with a top tier organization. Work as a member of the high profile wealth management team and participate in client meetings focusing on broad based analyses of UHNW clients’ financial picture. Excellent potential for advancement within the firm.
3-7 years of high net worth tax experience preferred.