Are you skilled at developing wealth management strategies? Does financial data excite you?


We’re looking for a Wealth Strategy Associate to:

• review estate planning and corporate documents (e.g., Irrevocable Trusts, Operating Agreements) to ensure proper account opening
•analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential chances
•perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues
•assist with the team's administrative tasks and intellectual capital platform on an as-needed basis