| Job Details
Job #: 15214 - High Net Worth Wealth Planner - Atlanta GA - 5MM - 50MM level clientele
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15214
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| Inactive / Filled |
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High Net Worth Wealth Planner - Atlanta GA - 5MM - 50MM level clientele
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GA-Atlanta
Southeast (AL, FL, GA, LA, MS, NC, SC & TN)
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| Wealth Management - Asset & Investment; Wealth Management - Trust Tax |
| Financial Services |
| Low: $60,000 |
High: $80,000 |
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| Low: $75,000 |
High: $100,000 |
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| Competitive compensation package including attractive base salary + bonus |
| standard |
| No Required Travel |
| Might Consider |
| will consider relocation on a case by case basis |
| Full Time / Direct Hire |
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| 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 |
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| Advise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance |
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| ~2+ years high net worth tax compliance background at a public accounting firm ~Strong computer skills including the ability to create and manipulate spreadsheets |
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| Bachelor's |
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| None |
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| None |
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| 1-2+ |
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| 1-2+ |
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