Ultra High Net Worth Wealth Planner - San Fransisco CA - 50MM+ level clientele

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JOB DESCRIPTION

Job #: 14997
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
Benefits: standard
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
Industries: Financial Services

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 DESCRIPTION

Advise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance

QUALIFICATIONS

~2+ years high net worth tax compliance background at a public accounting firm ~Strong computer skills including the ability to create and manipulate spreadsheets
Education: Bachelor's
  
Total Years of Experience: 1-2+
  
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