Wealth Planning Specialist (Miami, FL) Deliver comprehensive wealth planning strategy to clients. Collaborate with clients to assess financial objectives & develop personalized wealth planning solutions. Conduct analysis of international tax treaties to ensure efficient wealth management & mitigate double taxation risks.
Requirements: Bachelor's in finance, business, economics, or related + 2 years financial services, sales or wealth management experience. Familiar with global financial systems, tax considerations, cross-border regulatory environments. Experience in multi-faceted wealth planning issues (portfolio construction, life insurance, transfer taxation, business succession); Family Office financial planning. Knowledge of trust structures, wills, prenuptials, & inheritance laws; double taxation risks/mitigation, tax-efficient investment structure implementation, & leveraging tax treaties for UHNW clients; global regulatory requirements affecting private banking, wealth management, & investment structures.
Resources: BTG Pactual US Capital LLC, [email protected].
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