Senior Client Advisor And Business Consultant
By Ballentine Partners, LLC At , Waltham, 02451, Ma $155,000 - $200,000 a year
Assist senior corporate executives and business owners with strategic advice, tax planning, profit maximization, risk management, and estate planning.
Experience navigating complex corporate transactions
Has strong communication skills, verbal and written
Has excellent interpersonal & relationship skills including a positive attitude
An MBA with at least 5 years of demonstrated experience working with business executive clients is required.
Design and implement innovative strategies for clients to achieve their financial goals and objectives