Ultra High Net Worth Wealth Planner - San Fransisco CA - 50MM+ level clientele
This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.
|Status:||Inactive / Filled|
|Title:||Ultra High Net Worth Wealth Planner - San Fransisco CA - 50MM+ level clientele|
|Job Location:||San Francisco, CA|
|Base Compensation:||$70,000 — $100,000|
|Total Compensation:||$75,000 — $120,000|
|Is Employer Willing to Relocate?:||Might Consider|
|Other Relocation Information:||case by case basis|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Asset & Investment; Wealth Management - Trust Tax|
WHY IS THIS A GREAT OPPORTUNITY?
Ultra High Net Worth Wealth Planner - San Fransisco CA - 50MM+ level clientele; Work in tandem with senior wealth strategist in dealing with cutting edge, sophisticated issues for ultra high net worth clientele, 50-100mm+ net worth range
JOB DESCRIPTIONAdvise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance
~2+ years high net worth tax compliance background at a public accounting firm ~Strong computer skills including the ability to create and manipulate spreadsheets
Total Years of Experience: