Are you seeking a family-friendly team who believes in work-life balance? Are you seeking a group that embodies an entrepreneurial spirit and believes in life-long learning and exceptional customer service? Would top salary and 100% paid benefits for the whole family appeal to you? If so, this could be the role for you.

A Wealth Management firm is seeking an Ultra High Net Worth Wealth Manager with some Tax Accounting knowledge to join its team to assist with Planning for a top Family Office team.

• Work directly with a dedicated Family Office client to develop an understanding (and eventually oversee) their individual financial goals, their business financial goals, and advise financial program offerings best allow them to meet those goals.
• Collaborate with team internally to understand big picture financial products allow for maximum financial gain and work with the client to roll out those offerings. Those could be tax and asset-allocation, retirement, education-funding, insurance and estate-planning analyses and documents for meetings.
• Present various financial programs to clients drawing ties with how they will impact their overall financial picture.
• Oversee and address client concerns as they arise. This could be small things like wiring money from investment accounts to a bigger picture concern about the efficacy of financial programs. It could just be understanding changes in their business/personal lives and helping them navigate those shifts.

• ·Bachelor's Degree
• At least a year either working with clients (could be Public Accounting, Tax Firm, Wealth Management, or even Consulting) or corporate Accounting preparation work for clients behind the scenes.

Benefits:

• 100% paid medical
• Dental
• Vision
• Paid time off
• Bank holidays

Perks:

• Family-friendly atmosphere with flexibility
• Work-life balance
• Friendly and upbeat group
• Room for growth

If this sounds like you then apply today!

Job Type: Full-time

Pay: $80,000.00 - $110,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Work Location: In person