UHNW Wealth Strategist - Cross Border - New York City, New York United States - 44067



JOB DESCRIPTION

Job #: 44067
Title: UHNW Wealth Strategist - Cross Border
Job Location: New York City, New York - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Work for a top tier wealth management firm.

JOB DESCRIPTION

Top Tier wealth management firm seeks UHNW Wealth Strategist with cross-border planning experience to develop planning strategies for their clientele (75mm-1B+ net worth) and provide cutting edge solutions and excellent client service.

  • Work closely with investment advisors and their clients focusing on tax, estate, wealth transfer, and charitable giving
  • Maintain extensive client contact and interface with clients' outside attorneys and CPA's
  • Collaborate with relationship managers, investment advisors and internal teams to surround client with subject matter experts in all areas of holistic wealth management

QUALIFICATIONS

Requires a J.D. and 8+ years planning experience with cross-border/international clients.

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