Position Title: Wealth Advisor Analyst
Location: New York
Reports to: Wealth and Fiduciary Advisors
Evercore Wealth Management, LLC and Evercore Trust Company, N.A. are seeking a self-motivated and capable individual to collaborate with a team of Wealth and Fiduciary Advisors in the New York office. This individual will serve as an additional point of contact to clients and their external advisors (e.g., CPA, attorney) and will provide support on day-to-day administrative requirements. The role will also involve preparing for client meetings, reviewing estate and trust documents, creating cash flow analyses, analyzing broader financial planning strategies and compliance reviews.
Responsibilities include, but are not limited to:
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 $10.5 billion in client assets, as of June 30, 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.
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 veterans status, Aboriginal/Native American status or any other legally-protected factors.
This opportunity is closed to applications.