High Net Worth Wealth Planner - Los Angeles CA - 5MM - 50MM level clientele
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|Status:||Inactive / Filled|
|Title:||High Net Worth Wealth Planner - Los Angeles CA - 5MM - 50MM level clientele|
|Job Location:||Los Angeles, CA|
|Base Compensation:||$60,000 — $110,000|
|Total Compensation:||$100,000 — $130,000|
|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|
WHY IS THIS A GREAT OPPORTUNITY?
High Net Worth Wealth Planner - Los Angeles CA - 5MM -50MM level clientele; dynamic, creative environment, opportunity to make a large impact, Top Tier Global Financial Services Firm
JOB DESCRIPTIONAdvise private client advisors and their clientele with regard to asset allocation, risk tolerance, high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues
Asset allocation and financial planning background
Total Years of Experience: