Business Manager/Advisor

Executive couple in Columbus, Ohio seeks a professional to become fully integrated into the their financial and business lives.  This person will understand and oversee their estate/trust planning, investment plans, charitable giving, art collection, taxes, daily accounting, and insurance, as well as provide oversight of their residences. 

The ideal professional will have significant experience handling the affairs of high net worth individuals; be a smart and solid thinker, possess exceptional communication skills, and have the education and prior work experience necessary to be able to contribute to each of the subject areas. CPA and/or MBA preferred, along with a background in law.  Knowledge of HR principles, business management practices, and planning of complicated trusts is required.  Excellent salary and benefits package.  

Job Type
Business Development Officer
Financial/Wealth Planner
Investment Analyst/Advisor
Tax Manager
Trust Administrator
How to apply
Please send a confidential resume, salary history and letter of interest to: fnblock@gmail.com for consideration. Only local candidates will be considered.
Location

Columbus, OH