Upvote
Downvote
Wealth Advisor
Share Job
- Suggest Revision
- We are looking for a bright, self-motivated and experienced Wealth Advisor to join our growing multi-family wealth management firm.
- You will also be the primary point of contact to answer questions and manage projects relating to a range of services including estate and trust planning, tax analysis and planning, cash flow management and forecasting, philanthropic activities, closely held business planning, and insurance and asset protection working in conjunction with the full client team.
- Plan and execute various wealth management tasks and strategies on behalf of the client, including (but not limited to) estate, charitable, cash/liquidity, insurance, household employees, real estate and investment planning.
- Stay abreast of current developments within the wealth management industry, especially as they relate to ultra-high net worth client families.
- Minimum 5 years' experience in wealth management/financial planning/relationship management; experience with family office services and/or ultra-high net worth client families a plus.
Active Job
Updated 12 days agoSimilar Job
Relevance
Active