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JOB DESCRIPTION

Job #: 6352
Title: UHNW Wealth Planner
Job Location: Philadelphia, Pennsylvania - United States
Employment Type:
Salary: $70,000.00 - $110,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


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.

THE FIRM
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

JOB DESCRIPTION

THE POSITION
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.

QUALIFICATIONS

3-7 years of high net worth tax experience preferred.