Senior Wealth Advisor
Confidential
Senior Wealth Advisor
About the Company
Prominent regional investment management firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Senior Wealth Advisor to take on the role of Lead Wealth Advisor for a select group of high net worth and ultra-high net worth clients. The successful candidate will be responsible for providing comprehensive wealth management advice, including but not limited to, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. The role demands a professional with a solid high net worth tax background, capable of confidently addressing complex tax planning issues. Applicants for the Senior Wealth Advisor position at the company should have a strong background in high net worth tax planning and be adept at handling intricate tax-related matters. The role requires a candidate who can demonstrate the ability to provide expert advice in all areas of comprehensive wealth management. A clear track to partnership is offered, and the ideal candidate will be able to contribute to the company's growth and success in the wealth management sector.
Functions
- Finance
Vacancy posted 5 days ago
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