High Net Worth (HNW) Solutions team within PCG is accountable for leading creation, design and validation of Ultra/HNW... is preferred. High-Net-Worth financial planning experience is a must. Experience within the NM field, preferably as an advisor...
and leverage relationships within the division to help address unique client circumstances in the high-net-worth marketplace... optimization, estate, gift, business planning, and other high-net-worth tax strategies. An advanced designation such as CPA...