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Citizens Private Wealth - Advanced Tax & Estate Planning Advisor
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- For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services.
- The role is primarily a pure subject matter expert (SME) with a broad skillset that would allow the incumbent to be a trusted advisor, educator, communicator, writer and thought leader in the Advanced Tax and Estate Planning (ATEP) / personal financial planning department.
- Production and delivery of a broad range of highly technical estate, tax and financial advice to Ultra High Net Worth individuals/ families, including succession advice to business owners.
- 5+ Years Broad Knowledge and Understanding of High Net and Ultra High Net Worth Financial Instruments
- 15+ Years In-Depth Knowledge and Experience of High Net and Ultra High Net Worth Strategies and Client Management
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