Senior Wealth Planning Analyst

Senior Wealth Planning Analyst

Ultra High Net Worth Wealth Advisory Firm
Published
January 17, 2021
Location
Pittsburgh Region, United States

Description

Senior Wealth Planning Analyst

Pittsburgh Region

Ultra High Net Worth Wealth Advisory Firm

 

Overview
Ultra High Net Worth Wealth Advisory Firm seeks a Senior Wealth Planning Analyst to join the Wealth Planning Department. Serve as the Lead Advisor to a select number of high net worth clients while developing sophisticated estate, tax and financial planning strategies in a collaborative team environment for ultra high net worth clientele (10 million to 500 million net worth’s).

 

Highlights 

  • Opportunity to inherit high net worth relationships and take on Lead Wealth Advisor responsibilities
  • Excellent potential for growth as the Firm has a track record of developing and promoting top talent
  • Strong culture of independent thought, pro-activity and quality of life
  • Competitive base salary with profit and performance based bonuses and excellent benefits
  • Path towards equity ownership
  • No business development required
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