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Private Wealth Management - Wealth Trust Advisor
Experience
10 yrs required
Location
Tampa, FL, United States
Posted on
Nov 25, 2022
Profile
Private Wealth Management - Wealth Trust Advisor
The candidate should have a Bachelor’s degree or equivalent work experience. Should have 10+ years of experience providing financial planning, estate planning or a combination of both to clients with net worth exceeding $10 million. Professional designation(s) preferred such as JD, CPA, CTFA, CFP and/or national trust school graduate is essential. Experience drafting or reviewing estate, business or other planning documents for clients with net worth exceeding $10 million is needed. Deep and broad knowledge of the fiduciary, tax and estate planning disciplines is essential. Well-developed communication skills are essential. Strong analytical and problem-solving skills are needed.
Company info
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