a Filcro Financial Staffing Company
Domestic & International Banking Executive Search
Planner - Vice President
plus50K to 100Kbonus
$187,000 to $250K + more
|Location||New York City, NY or Houston, TX or Miami, FL|
Financial Planner will work in New York City, Houston or Miami in the Latin
America Investment Analysis Group. This group provides investment,
financial planning and wealth management advice and proposal support to
Private Bankers and Investment Specialists for high and ultra high net
This financial planning / wealth management universe covers Investments (discretionary and trading / capital markets), Wealth Structuring (trusts and off-shore structures), Insurance and Investment Finance (credit). This position is being newly created in conjunction with the new Integrated Wealth Planning initiative. The Sr. Analyst will be responsible for building the infrastructure as well as work in conjunction with Product Specialists on specific client cases to deliver integrated financial solutions.
|Responsibilities||Financial Planning Advice
Certified Financial Planner or equivalent training or financial planning
5 to 8 years experience.
Advanced degree (MBA, MS)
Demonstrated application of knowledge in Trust (on / off-shore), Insurance, Investments, Leverage and Tax.
Previous experience developing integrated financial strategy for high and ultra high net worth individuals.
Previous experience with non-US clients, preferably Latin American
Fluency in Spanish and or Portuguese
Effective communication skills (verbal / written / proposal) to all levels.
10-15% domestic and international travel required.
|The success of this individual
will depend upon his/her ability to stay current with respect to a diverse
range of investment products produced by the institution as well as to
the financial industry in general.
Ability to ally with the professionals of various departments and work within matrix environmental will be instrumental to one's success.
This search is being conducted in New York City and candidates are encouraged to apply in complete confidence.
Helene Crocitto or a member of her staff will contact candidates of interest directly, and answer all your questions if you have the required exp.
place or leave the words: "Financial Planning
Latin America" in the subject line of
your e-mail, Thank you.