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|Title:||Director of Financial Wealth Planning|
|Job Location:||Boston, Massachusetts - United States|
|Salary:||$100,000.00 - $210,000.00 - US Dollars - Yearly|
|Employer Will Recruit From:||Nationwide|
Director of Financial Wealth Planning
Our firm has been engaged by a leading Investment Firm / Multi-Family Office client to assist them with the addition of a Director of Financial Wealth Planning. The firm prides themselves on caring, high touch relationships with their clients and a collaborative team environment.
The firm collaborates with UHNW individuals/families, endowments and foundations and specializes in delivering informed decisions in all financial areas including but not limited to investments, tax/estate planning, and philanthropy. They tailor investment policies to each unique client they serve. They seek out passionate and experienced team members. The opportunity is open due to expansion and provides continued growth and professional development with regular interaction with the partners.
Director of Financial Wealth Planning Responsibilities:
University - Bachelor's Degree/3-4 Year Degree