HartfordRecruiter Since 2001
the smart solution for Hartford jobs

Director of Financial Wealth Planning

Company: NPAworldwide Recruitment Network
Location: Hartford
Posted on: November 22, 2020

Job Description:

JOB DESCRIPTION

Job #: 34152 Title: Director of Financial Wealth Planning Job Location: Hartford, Connecticut - 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

Keywords: NPAworldwide Recruitment Network, Hartford , Director of Financial Wealth Planning, Accounting, Auditing , Hartford, 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


Office Assistant/Junior Bookkeeper
Description: About the Job We have an immediate need at one of our Merrimack Valley clients for an office assistant/junior bookkeeper. This position has a full-time schedule but there will be some flexibility
Company: Accounting Now
Location: Boston
Posted on: 11/30/2020

Controller
Description: DescriptionRobert Half Finance is looking for an ambitious, eager Controller to join the team at an well-respected services company. In this leadership position, you will direct an accounting and clerical (more...)
Company: Robert Half Finance & Accounting
Location: Boston
Posted on: 11/30/2020

Budgets and Finance Specialist
Description: Overview At CRJ we change lives and strengthen communities by advancing policy and delivering individualized services that promote safety, justice, and inclusion. CRJ is a 501c3 non-profit organization. (more...)
Company: Community Resources for Justice (CRJ)
Location: Boston
Posted on: 11/30/2020


AP Specialist (Abandoned Property) - UniFirst
Description: SEARCH OUR JOBS br br Keyword br br Location br br Radius Miles5 miles15 miles25 miles35 miles50 miles br br Search br br Current Employees br br AP SPECIALIST ABANDONED PROPERTY (more...)
Company: unifirst
Location: Wilmington
Posted on: 11/30/2020

Sr Financial Analyst
Description: DEPARTMENT DESCRIPTION: This position supports the Information Systems department. br br JOB LOCATION: Boston, MA br br REQ ID: 36711BR br br JOB SUMMARY: Responsible for the daily financial (more...)
Company: Beth Israel Deaconess Medical Center
Location: Boston
Posted on: 11/30/2020

Remote 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: Boston
Posted on: 11/30/2020

Tax Professional - CPA, Enrolled Agent or Attorney - 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: Boston
Posted on: 11/30/2020

Postal Mail Delivery
Description: 0.31 POSTAL MAIL DELIVERY NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently (more...)
Company: USA Labor Services
Location: Woburn
Posted on: 11/30/2020

Accountant III
Description: The Division of Professional Licensure ---DPL--- is responsible for oversight of 28 boards of registration, as well as the Office of Public Safety and Inspections and the Office of Private Occupational (more...)
Company: State of Massachusetts
Location: Boston
Posted on: 11/30/2020

Consultant Retail Performance Improvement Corporate Finance
Description: Overview The position is in the Corporate Finance-Performance Improvement practice, which provides strategic, operational and financial advisory services to high-performing growth-oriented companies. (more...)
Company: Berkeley Research Group, LLC
Location: Boston
Posted on: 11/30/2020

Log In or Create An Account

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

Hartford RSS job feeds