Job Description
Develop or continue you career in a firm that provides opportunity for growth and an enjoyable respectful environment to continue your career. This is your opportunity to join a highly respected, boutique private wealth firm working with a loyal base of HNW successful individuals, families and businesses.
About the Role
You’ll be at the core of the advice team— contributing to real outcomes and sharpening your skills every day.
- Assist with research and analysis across all areas of tax structures, asset ownership with exposure to portfolio construction and management
- Model scenarios and stress test strategies, prepare SoAs, RoAs, and client materials
- Sit in on strategy sessions and learn how the advice really comes together
- Engage with a close-knit, high-performing team who will support you all the way
What they're Looking For
They are looking a person who fit's the family photo...