Work alongside investment professionals and provide cutting edge financial counseling and tax advice to ultra high net worth individuals and families
NO COMPLIANCE, NO BILLABLE HOURS, NO TAX SEASONS, NO SELLING OR NEW BUSINESS REQUIREMENT.
Locations: Texas, Florida
Responsibilities:
Review, analyze and provide advice to wealthy individuals and families on all aspects of personal financial planning including income tax planning, short and long term cash flow analyses and planning, employee benefit planning, complex stock option strategies, retirement planning, estate planning, philanthropic planning, life insurance and property and casualty insurance planning
Supervise a financial planner and other team members, as added
Extensive client contact
Interface with client intermediaries and all levels of professionals within the organization
Qualifications
8+ years of progressive, diversified financial planning experience
Strong knowledge of sophisticated estate planning techniques and tax strategies
Public Accounting background a plus
BS required, advance degrees and certifications a plus
Significant experience in advising high net worth individuals
