Fractional Wealth Planner & Tax Strategist

Story Terrace Inc.; Milano; Ibrido; EUR 30.000 - 50.000; Part-time

Descrizione del 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.

Servizi

Competitive day rate

Advisor equity/options

Clear milestones for consulting

Competenze

• 5+ years experience in wealth planning or tax/succession advisory.
• Expertise in succession/estate structures and family governance.
• Network in Italian & EU wealth ecosystem is a plus.

Mansioni

• Define and prioritize tax & succession planning scenarios.
• Co-lead discovery interviews with wealth managers.
• Partner with Product on data sources and calculation logic.

Conoscenze

Wealth planning

Tax advisory

Client communication

Scenario building

Formazione

Minimum 5 years in wealth management

Descrizione del 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.