Ultra High Net Worth Financial Planner

Ultra High Net Worth Financial Planner

Multi-Family Office
Published
August 23, 2019
Location
Pittsburgh Region, United States

Description

Ultra High Net Worth Financial Planner
Pittsburgh Region
Multi-Family Office

 

Overview
Multi-Family Office in Pittsburgh seeks an Ultra High Net Worth Financial Planner to manage client relationships and serve as the technical estate, tax and financial planning expert to high net worth and ultra high net worth clientele of the Firm
● Offer deep planning expertise in conjunction with the wealth planning team providing multigenerational planning, trust and estate and income tax planning, and business owner advisory services
● No requirements to source new clientele, not a business development role
● Competitive base salary, profit and performance based bonuses and
optional opportunity for new business incentive compensation

 

The Firm
● Strong culture of collaboration and entrepreneurship
● Employee sponsored continuing education, conferences and designations
● The firm has a track record of retaining of growing top talent

 

Requirements
● Deep client leadership experience
● Advanced designation required

Apply
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