High Net Worth Wealth Planner - Los Angeles CA - 5MM - 50MM level clientele

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JOB DESCRIPTION

Job #: 15216
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
Contract Rate: 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 - Los Angeles CA - 5MM -50MM level clientele; dynamic, creative environment, opportunity to make a large impact, Top Tier Global Financial Services Firm

JOB DESCRIPTION

Advise 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

QUALIFICATIONS

Asset allocation and financial planning background
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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