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Wealth Management Principal
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- You will have the opportunity to work with this team that also has deep experience in offering sourced and vetted alternative investments to clients, including private direct investments as appropriate.
- Ideal Candidate Profile - "Our Casting Call!"
- Bachelor's degree required and/or CFP, CFA, CAIA, CIMA or similar designation preferred - JD, CHFC, EA, and MBA a plus.
- 7+ years of investment, financial planning, estate planning and/or tax planning/preparation experience
- Preferred experience with a private bank, brokerage firm, consulting firm, multi-family office or a registered investment advisor
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