Back to Home Page
Communities Industries Employers JobSeekers Advertisers PJScout Resources Recruiters About
Keywords (e.g. nurse, sales) Category State City Radius
 
Director of Financial Wealth Planning
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Chicago, IL
JOB DESCRIPTION

Job #: 34979
Title: Director of Financial Wealth Planning
Job Location: Chicago, Illinois - United States
Employment Type:
Salary: $100,000.00 - $210,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

Director of Financial Wealth Planning

Our firm has been engaged by a leading Investment Firm / Multi-Family Office client to assist them with the addition of a Director of Financial Wealth Planning. The firm prides themselves on caring, high touch relationships with their clients and a collaborative team environment.

The firm collaborates with UHNW individuals/families, endowments and foundations and specializes in delivering informed decisions in all financial areas including but not limited to investments, tax/estate planning, and philanthropy. They tailor investment policies to each unique client they serve. They seek out passionate and experienced team members. The opportunity is open due to expansion and provides continued growth and professional development with regular interaction with the partners.

JOB DESCRIPTION

Director of Financial Wealth Planning Responsibilities:

  • Meet with clients to discuss cash flow model and plan recommendations.
  • Design, manage, and implement personalized recommendations, including wealth enhancement, transfer, protection, and charitable giving, for ultra-high net worth clients.
  • Analyze estate plan documents to evaluate needed revision recommendations.
  • Construct and implement custom cash flow model scenarios.
  • Research and deliver updates concerning current tax mitigation strategies and prevailing estate plan approaches.
  • Partner with Wealth Advisory team to construct tailored innovative planning proposals for prospective clients.
  • Construct and provide planning insights and content for client publications.
QUALIFICATIONS

Required Experience:

  • Bachelors Degree, preferably within Finance or Business.
  • Extensive Wills, Trusts, & Estate Law knowledge
  • CFP, CPA, or J.D. strongly preferred.
  • Minimum of eight or more years providing advice and guidance to UHNW clients.
  • Skilled with cashflow and modeling software.
  • Robust expertise in corporate and individual tax strategies, estate planning, and philanthropic giving.

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
See all jobs in Chicago IL
  Share this job
Share |

PJ Scout
Create Free Account

PJ Scout
 
    INDUSTRIES | COMMUNITIES | EMPLOYERS | JOB SEEKERS | CUSTOMER LOGIN
    CONTACT US | ABOUT NATIONJOB | ADVERTISERS | PRIVACY
    Electronic Recruitment since 1988. Copyright 1995-2021 NationJob, Inc. All rights reserved.
JobboardFinder - Search the best job board worldwide