Evercore Wealth Management, LLC and Evercore Trust Company, N.A. are seeking a self-motivated and capable individual to collaborate with a Senior Wealth and Fiduciary Advisor in the New York office. This individual will function as a client coordinator and serve as an additional point of contact to clients and their external advisors (e.g., CPA, attorney). The role involves preparing for and participating in client meetings, reviewing estate and trust documents, creating cash flow analyses and analyzing broader financial planning strategies, well as providing support on day-to-day administrative requirements.
The successful candidate will:
Qualifications/Skills:
About Evercore Wealth Management, LLC and Evercore Trust Company, N.A.
Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. The firm manages $11.6 billion in client assets, as of March 31, 2022. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com.
Firm Description:
Evercore (NYSE: EVR) is a premier independent investment banking advisory firm with 1,900 employees and a global presence in the Americas, Europe, the Middle East and Asia. Evercore has been ranked by Firsthand (Vault) as #1 Investment Banking Internship three years in a row, #2 for Banking 25, #1 Best Banking Firms for Formal Training, and #2 for Best Banking Firms for Hiring Process.
We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. For more information, please visit www.evercore.com
Inclusion and Equal Opportunity Employment: Evercore is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors.
This position requires that the employee be fully vaccinated against COVID-19. Proof of vaccination status will be a condition of employment, subject to applicable federal, state and local legal requirements. Should you wish to request an exemption from the vaccination requirement, including based upon medical condition/disability, sincerely held religious beliefs, and/or any other basis for an exemption recognized under applicable federal, state and/or local law, kindly contact ReturntoOffice@evercore.com.
This opportunity is closed to applications.