Job Details

Wealth Advisor Nyc/armonk

Company name

The Colony Group

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jul 17,2019

Valid Through

Oct 30,2019

Posted on

May 22,2019

Location

Armonk, NY, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Tax >> Tax - General
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Profile

Wealth Advisor
The candidate will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Primary responsibilities for this position include: Providing a high level of support to financial counseling teams in connection with all aspects of managing multiple client relationships, including: Complex financial analysis and related research on financial, tax and investment issues, Presentations for clients and prospective clients, and Written follow-up to client meetings; Coordination with portfolio management and operations teams. Developing, maintaining, and implementing financial plans and goals for clients; Attending and actively participating in client meetings; Tax planning and coordination with tax department or external tax advisors. Maintaining an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s investment strategies; Communicating the full range of the Company’s services and capabilities to clients and prospective clients; Identifying new business development opportunities and prospects and assisting in the closing process. A Bachelor’s Degree is required. Candidates with, or working towards, a CPA, JD, LLM, CFA, MST, or CFP® is required. Must have an advanced understanding of investments, tax, insurance, and estate planning. Experience in income tax planning and compliance is needed. Must have 5+ years of relevant work experience.

Company info

Hiring Coordinator
The Colony Group
20 Bedford Road
Armonk, NY 10504

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