Are you a business? Hire wealth advisor candidates in Long Island City, NY
... party advisors, including CPAs, estate planning attorneys, and other consultants. Skills and Requirements: * 2-4+ years of client service experience in settings such as family offices, wealth ...
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross ...
Coordinate various processes, including M&A and capital markets transactions * Assist in completing transaction due diligence with third-party advisors * Organize and participate in marketing and ...
The successful candidate will bring a wealth of experience in negotiating, drafting, and advising on tax-related provisions in various transaction documents and will be adept at researching complex ...
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