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Ultra High Net Worth Financial Planning Specialist - 10092
- Company Name Wealth Management Firm
- Location Los Angeles, CA
- Date Posted 10/26/2009
- Job Type Full-Time
- Compensation $250K - $350K
Job Description
Why is This a Great Opportunity Growing Department of Top Tier Wealth Management Firm seeks Director/Managing Director/Partner level professional to advise UHNW clientele. Job Description: ~Provide in-depth financial analysis and tax advice to ultra high net worth individuals and families, 50MM – 1B+; Extensive client contact ~Develop and implement strategies for tax and estate planning, wealth transfer, and all aspects of financial planning QUALIFICATIONS Mandatory Minimum Qualifications - Must Have: ~Individual high net worth income tax background at high profile accounting firm ~Excellent relationship management skills in the 50MM+ arena ~Experience advising families on complex income and estate/gift tax structures and wealth transfer modeling Education: Bachelors Certifications: None Licenses: None
Job Requirements
Not Specified Years
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