Fractional Wealth Planner & Tax Strategist

Milano 05-12-2025

Fractional Wealth Planner & Tax Strategist

Story Terrace Inc. Milano 05-12-2025
Riassunto

Località

Milano

Divisione Aziendale

Tipo di contratto

Data di pubblicazione

05-12-2025

Descrizione Lavoro

A financial technology firm is looking for a wealth planner to help define tax and succession planning scenarios for their AI platform. The ideal candidate has over 5 years of experience in wealth management or tax advisory. This role starts on a part-time basis with potential conversion to full-time. Strong communication skills and a founder mindset are key, along with fluency in Italian and English. A competitive day rate and equity options are included in the compensation package.
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