Wealth Manager Fiduciary
Wealth Manager Fiduciary
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are currently seeking a qualified and experienced wealth manager to begin what we hope will become a longterm fiduciary relationship with the owner of a fast growing technology company. In addition to recommending asset management and investment strategies the professional will be expected to help the owner and his family achieve their financial retirement estate business and legacy goals.
In addition to having obtained professional certifications (e.g. CFP ChFC etc. the wealth manager should have at least ten years experience and should be competent in all areas of comprehensive wealth planning including tax risk assessment retirement estate and business transition.
The wealth manager will be expected to hold planned and purposeful meetings with the owner in the greater New York City area.
In theCover Letterfield below please upload your firms background including your unique capabilities.
Required Experience:
Manager
Employment Type
Contract
