Upvote
Downvote
Wealth Strategist - Annex Private Client
Share Job
- Suggest Revision
- Wealth Strategist - Annex Private Client
- The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients.
- The Wealth Strategist provides overall wealth planning expertise, with significant depth in one or more areas including investments, estate planning, retirement planning, personal and business taxation, or executive compensation.
- As part of the Private Client team, the Wealth Strategist works with clients and their external accountants, attorneys, and other advisors to design and deliver on planning strategies and opportunities.
- The Wealth Strategist will lead the recommendation of strategies within his/her area of expertise.
Active Job
Updated TodaySimilar Job
Relevance
Active