Wealth Planning Associate

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New York, NY
Job Type
Direct Hire
Feb 27, 2018
Job ID
Established fee-based RIA seeks dynamic Wealth Planning Associate to join their financial advisory team in New York City.
  • Participate in client meetings, support senior leadership, and counsel HNW clients with regards to sophisticated wealth planning strategies-including trust and estate planning, income tax planning, and investment advisory 
  • Strong career track within the firm; position offers a wealth planning professional the opportunity to learn investment management
  • No sales; no tax compliance; no billable hours
  • Requires 4+ years' current or prior public accounting experience in HNW tax and estate planning. J.D. or Master's degree required.