High Net Worth Wealth Planner - Atlanta GA - 5MM - 50MM level clientele

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JOB DESCRIPTION

Job #: 15214
Status: Inactive / Filled
Title: High Net Worth Wealth Planner - Atlanta GA - 5MM - 50MM level clientele
Job Location: Atlanta, GA
Base Compensation: $60,000 — $80,000
Total Compensation: $75,000 — $100,000
Benefits: standard
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: will consider relocation on a 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?

High Net Worth Wealth Planner - Atlanta GA - 5MM - 50MM level clientele; Work in tandem with senior wealth strategists in dealing with cutting edge, sophisticated issues for high net worth clientele

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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