Duties / Responsibilities:

~Fee based financial planning for ultra high net worth clients ~Extensive client contact ~Dynamic environment 

Overnight travel:   20%

Job Location 

Is Employer willing to Relocate:   Yes

Candidate Qualifications 

Education Requirements:   Bachelors

Mandatory Minimum Yrs Exp in Current Position:   1-2

Preferred Total Years Exp Level:   6-8

Mandatory Minimum Qualifications:

~5+ years of progressive, diversified financial planning experience ~Strong knowledge of sophisticated estate planning techniques ~Significant experience in advising high net worth individuals ~Superior communication and writing skills, superior analytical and research skills, excellent organizational skills, excellent verbal and written communication skills ~Ability to work well on a team 

Compensation and Benefits

Bonus, Incentives, etc:   200-300k+ package

Benefits: standard