Director of Financial Wealth Planning
Company: NPAworldwide Recruitment Network
Location: Charlotte
Posted on: February 25, 2021
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Job Description:
JOB DESCRIPTION
Job #: 34980 Title: Director of Financial Wealth Planning Job
Location: Charlotte, North Carolina - 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:
University - Bachelor`s Degree/3-4 Year Degree
Keywords: NPAworldwide Recruitment Network, Charlotte , Director of Financial Wealth Planning, Accounting, Auditing , Charlotte, North Carolina
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