ultraHealth Agency is an elite staffing company that believes in culture, serving cities across the United States. We focus on a white glove approach, and our process enables us to provide top tier candidates. We are recruiting for a Private Wealth Manager in Philadelphia. This position will be handing ultra-high end clientele and will need to have experience dealing with clients with net worth’s from 50 million  to 200 hundred million.

This is a great opportunity  to build clientele with resources and establish yourself as an industry titan. At the time this position will be  working remotely but the candidate is expected to work from or relocate to Philadelphia  once there is a change in the current healthcare climate.

A high visibility  position with a path to partnership. You do not have to bring clients.

Responsibilities

• Plan, execute, direct, and complete tax projects in a wide variety of industries.
• Provide innovative tax planning, consulting, and compliance expertise to clients
• Market, sell, design, and implement tax-planning strategies

Compensation

$116,000 – 179,000  (Performance bonus, Company, Individual based)

Experience:

• Experience serving clients within the $50M to $200M net worth range
• ACS740 or provision tax

 Education:

• Master’s in Taxation or JD or CPA