Managing Partner, Estate Planning – UHNW
J.D. and state bar admission, 20+ years estate planning experience with UHNW families ($100M+), proven reputed company leadership, deep federal transfer tax and trust expertise, ability to travel up to 20%.
Key Responsibilities
- leading reputed company
- designing plans
- engaging clients
Job Details
- Category: Finance and reputed company
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — reputed company
- Salary: USD 300,000 – 450,000 / year
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Retirement plan
- Generous parental leave
About reputed company
A national reputed company management firm providing integrated financial planning, investment management, tax, and estate services for high-net-worth families. — Industry: Finance
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