| Location: |
MA-Boston
Northeast (CT, ME, MA, NH, RI & VT) |
| Salary Range: |
200-300k+ package |
| Bonus & Incentives: |
200-300k+ package |
| Position Responsibilities: |
~Fee based financial planning for ultra high net worth clients ~Extensive client contact ~Dynamic environment |
| Education and Certifications/Licenses: |
Bachelors |
| 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 |
| Preferred Qualifications: |
|
| Additional Comments: |
|
| Benefits: |
standard
|
| Overnight Travel: |
20% |
| Relocation Assistance: |
Yes |
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