WEALTH ADVISOR
- Employer
- Lear and Associates, Inc.
- Location
- Washington, District Of Columbia
- Salary
- Based on experience
- Posted
- Jul 15, 2014
- Closes
- Sep 13, 2014
- Category
- Financial Services
Rare opening with our client, a global wealth management firm, in their Washington, DC downtown office for a Wealth Advisor. Working with one of the client teams, you will advise ultra high net worth individuals and families in the areas of investments, trusts, philanthropy, family businesses, real estate, property and casualty insurance, and tax planning.
This privately-held firm offers an attractive compensation package; including generous salary, bonus, profit-sharing, 401k and family medical insurance.
MBA, CFP, CFA and/or CTFA preferred. Resumes to sharon@learsearch.com.