Financial Planning Advisor, Calibre

Calibre is a national practice of experienced professionals specializing in multi-generational family wealth management. Our integrated approach provides select high net-worth families with customized financial and tax planning; asset strategy and investment management; trust and estate planning; and banking, credit and charitable services. Please visit our webite at www.Calibre.com for more information. Financial Planning Advisor, Calibre RESPONSIBILITIES: Work in conjunction with Calibre Relationship Managers, Investment Specialists and other planning specialists to identify, evaluate, implement and administer complex financial planning and investment strategies in serving high net worth client families. Calibre is a multi-family office within Wachovia Wealth Management. The primary emphasis of this position will be the quantitative evaluation and presentation of strategies that complement the objectives of Calibre clients. The scope of activities will include estate, cash flow, asset allocation, retirement, tax and other related areas. REQUIREMENTS: College degree required with CPA, CFA, CFP and/or JD designations strongly preferred. A minimum of five years experience in an accounting, investment, and/or financial planning environment. Must possess a wide range of highly technical skills including tax, investment planning, risk management, estate planning, retirement planning, and other financial planning topics. Ability to partner with external client advisors is essential. Strong communication, presentation and interpersonal skills are required. Mon - Fri, 8:00am - 5:00pm If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=499587-3-413 Company: Wachovia Job Category: Accounting/Finance/Insurance Company: Wachovia Address: US-MA-Waltham Reference Code: 232806