Pwm Intern Jobs in Ohio

Ten or more years of private wealth management experience in the financial services industry

Strong relationship management and lending skills

Advanced knowledge of Private Wealth Management products and services

Bachelor's degree, or equivalent work experience

Strong sales and new business development skills

Expert knowledge of private banking products and services, including credit processes

Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.

Minimum of 5 years of experience preparing tax returns, developing estate plans, or otherwise counselling wealth families on financial matters.

Excellent presentation skills, very strong interpersonal and written communication skills.

Review client tax returns for completeness, accuracy, and tax savings opportunities or other planning opportunities.

Document, follow-up, and support the implementation of opportunities identified from the financial planning process.

Review estate planning documents for pertinent information and flow chart estate plans.