StamfordRecruiter Since 2001
the smart solution for Stamford jobs

Director of Financial Wealth Planning

Company: Job Juncture
Location: Stamford
Posted on: November 20, 2020

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.

    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.

    Requirements:

    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.

Keywords: Job Juncture, Stamford , Director of Financial Wealth Planning, Accounting, Auditing , Stamford, Connecticut

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Mail Processor - Postal Service
Description: MAIL PROCESSOR - POSTAL SERVICE NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br The Postal Service is the largest government related agency in terms of employees. The Postal Service (more...)
Company: USA Labor Services
Location: Perth Amboy
Posted on: 11/30/2020

Internal Audit Intern
Description: Job ID: 2 of Openings: 2Category: Internal AuditCity: PurchaseState: NYCompany: Atlas Air, IncOverview br br This position is responsible for performing various administrative duties and provides (more...)
Company: Atlas Air, Inc
Location: New York
Posted on: 11/30/2020

Credentialed Tax Expert - CPA
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: New York
Posted on: 11/30/2020


RESIDENTIAL PROPERTY ACCOUNTANT LONG ISLAND
Description: Kforce has a client, a leading Garden City, Long Island, NY based Real Estate Manager seeks a Property Accountant reports to the Director of Property Accounting in Garden City, NY.Essential Duties: Responsible (more...)
Company: Kforce
Location: Garden City
Posted on: 11/30/2020

Peoplesoft Financial Technical / Techno Functional
Description: Greetings Hope you are doing well Please find the below Urgent Direct Client Requirement, Please
Company: Impetus Systems and Careers
Location: New York
Posted on: 11/30/2020

Tax Director - Personal Wealth Advisors
Description: Job DescriptionEisnerAmper is seeking a Director to join the Tax practice in our San Francisco office. We are seeking someone who thrives in a growing environment and providing clients with exceptional (more...)
Company: EisnerAmper
Location: New York
Posted on: 11/30/2020

Tax Associate - 3+ tax seasons experience required - New York City, NY
Description: Overview If you re a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You ll advance our (more...)
Company: Intuit
Location: New York
Posted on: 11/30/2020

Credentialed Tax Accountant
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: New York
Posted on: 11/30/2020

Credentialed Tax Advisor - CPA - Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: New York
Posted on: 11/30/2020

Cyber Security with Banking Domain - Need Locals NJ - Visa : & Citizens
Description: Hello All, Greetings of the day Cyber Security Location ndash Weehawken, New Jersey Information Technology IT Job Type Contract- Hire Length 6month Role Do you have a knack for information security (more...)
Company: Franklin Infotech Inc.
Location: Weehawken
Posted on: 11/30/2020

Log In or Create An Account

Get the latest Connecticut jobs by following @recnetCT on Twitter!

Stamford RSS job feeds