Job Description
Elevate your career with Richardson Wealth as Vice President, specializing in tax strategy for high-net-worth clients. This role combines cross-border tax advice with financial planning expertise.
You will bring 10 years of planning experience to develop and implement tailored tax, financial, and estate strategies. In collaboration with investment advisors, you will meet clients face-to-face, provide essential guidance, and lead presentations. Your insights will enhance the service offerings at Richardson, making an impact on both client retention and prospecting efforts.
Key Responsibilities:
• Design and implement complex wealth planning strategies
• Collaborate on client meetings with professional advisors
• Facilitate seminars for investment advisors and clients
• Draft value-added materials for client engagement
• Assist in quality assurance for complex tax files
Requirements:
• Over 10 years in tax and estate planning
• Professional qualifications (C...
You will bring 10 years of planning experience to develop and implement tailored tax, financial, and estate strategies. In collaboration with investment advisors, you will meet clients face-to-face, provide essential guidance, and lead presentations. Your insights will enhance the service offerings at Richardson, making an impact on both client retention and prospecting efforts.
Key Responsibilities:
• Design and implement complex wealth planning strategies
• Collaborate on client meetings with professional advisors
• Facilitate seminars for investment advisors and clients
• Draft value-added materials for client engagement
• Assist in quality assurance for complex tax files
Requirements:
• Over 10 years in tax and estate planning
• Professional qualifications (C...