Lavori attuali relativi a Fractional Tax - milano - Story Terrace Inc.
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Fractional Tax
12 minuti fa
Milano, Lombardia, Italia Founders Factory A tempo pieno*Location:*Milan or Remote (EU time zones)*Engagement:*Fractional (part time) consulting for the first months, with path to full-time post-financing*Start:*ASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we...
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Fractional Tax
2 ore fa
Milano, Italia Founders Factory A tempo pieno1 day ago Be among the first 25 applicantsLocation: Milan or Remote (EU time zones)Engagement: Fractional (part time) consulting for the first months, with path to full-time post-financingStart: ASAPWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By automating research, modeling,...
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Fractional Wealth Planner
3 ore fa
Milano, Italia Founders Factory A tempo pienoA financial technology startup is seeking a Wealth Planner to design tax scenarios for its AI platform.The role involves 5+ years of experience in wealth management, creating structures for effective client insights.Responsibilities include conducting market validation, collaborating with technical leaders, and overseeing scenario development.Initially a...
Fractional Tax
2 ore fa
A progressive AI financial consulting firm is seeking a founding wealth planner to develop tax and succession planning scenarios. You will collaborate closely with wealth managers to translate real-world cases into AI insights, shaping data models and product features. The role starts as a part-time consultant with a path to full-time and equity options after funding rounds. Ideal candidates will have over 5 years of experience in wealth management and possess a strong network in the Italian and EU markets.#J-18808-Ljbffr
