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Manager - Private Client Services
The candidate should have a Bachelor's and/or Master's degree. Accounting, Finance, Economics or related degree preferred. A minimum GPA of 3.0 is required. Advanced credential allowing for client representation before the Internal Revenue Service (i.e. CPA or J.D. degree) required. Must have 5+ years of relevant work experience with an accounting or law firm, including 3+ years of PCS experience.
Director - Private Client Services
The candidate will review and identify complex issues and mentor managers, senior associates, experienced associates and associates. Should have a Bachelor's or Master's degree in Accounting, Finance, Economics or related degree. Advanced credential (i.e. CPA, J.D. degree, CFP or CFA) required. Must have 10+ years of relevant work experience with an accounting firm, including 4+ years of PCS experience. Strong technical knowledge of compl...
Director - Private Client Services
Duties: Responsible for managing the execution of multiple client engagements and all facets of client service. Review and identify complex issues and mentor Managers, Senior Associates, Experienced Associates and Associates.
Wealth Management - Client Advisor - Private Bank - Vice President/Executive Director
Duties: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset al...
Manager, Wealth Management
Responsibilities: Provide one-on-one personal financial counseling to Deloitte’s Partners, Principals, and Managing Directors (PPMDs); Deliver detailed financial planning analysis to our PPMDs in the areas of retirement planning, education funding for children, home purchases, and debt management; Review beneficiary designations, estate documents, and asset ownership to ensure consistency with our PPMD’s goals for survivor financial security ...
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Trusts and Estates Associate
The ideal candidate should have 1-5 years of experience in estate planning and estate and trust administration, including knowledge of the relevant state and federal tax laws. Should ideally have excellent technical, professional and client service skills. Strong written and oral communication skills as well as excellent academic credentials are required. Connecticut Bar admission (or willingness to become admitted in Connecticut) is also requi...
Development Counsel - Planned Giving Officer / Foundation
The candidats works closely with the Chief Development Officer and General Counsel on all legal matters within the Foundations. Serves as liaison between the Foundation and Legal departments and manages the planned giving program for all the WCHN hospitals. Works with professional advisors and donors to encourage, plan and close planned gifts. Must have J.D. degree and 3+ years of job-related experience. Should also...
The candidate should have 4-7 years experience. Must have excellent drafting and communications skills with solid organizational abilities, and should be able to make recommendations on how clients can achieve their estate planning objectives (both financial and personal). Financial background (LLM, CPA or MBA) a plus.
Private Client Advisor II
The candidate will act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Will Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, f...