For much of the last decade, the Internal Revenue Service has engaged in a frontal assault on the use of family limited partnerships (FLPs) and other closely held entities for estate-planning purposes. In its pronouncements, audits and litigation...
Assets in multimanager products grew 30 percent, to $960 billion, in 2004, according to a new report from Cerulli Associates, a Boston-based research firm. The growth in the multimanager segment which includes long-only traditional investments (no...
Location City: Major City Location State: OH Base Salary: $70,000 - $95,000 Bonus & Incentives: Eligible for Annual Bonus Program. Position Responsibilities: Manage a staff and provide technical review and support to Wealth Management Officers and...
Location City: Evansville Location State: IN Base Salary: Commission Position Responsibilities: Major Midwestern Bank seeks Investment professionals to join its expanding team and serve as Senior Financial Advisor to Affluent Wealth clientele...
Locations: Chicago , New York , Los Angeles , San Francisco , Atlanta , Boston , Miami , Houston Base Salary: $ 60,000 - $ 80,000 Bonus & Incentive:Basis point fee on assets under management Employer: Zacks Investment Management , a well known...
Location City: Chicago Location State: IL Base Salary: 70-000-120,000, DOE Position Responsibilities: Work in a team environment to generate and expand private banking relationships with this top tier bank. This Vice President position is part of...
Location City: Chicago, metro Chicago/Wisonsin Location State: IL Base Salary: 75,000 - 250,000 Position Responsibilities: This Trust company owned broker-dealer is expanding its team of top Financial Consultants to work with its high net-worth...
Location City: Detroit Location State: MI Base Salary: 60,000-80,000 Bonus & Incentives: Percentage of new business brought in and residuals. Position Responsibilities: Develop business with individuals that would be categorized as high net worth...
