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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: CA-Los Angeles
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services
Base Compensation:
Low: $60,000       High: $110,000
Total Compensation:
Low: $100,000       High: $130,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: standard
Overnight Travel: No Required Travel
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
 
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
Mandatory Minimum Qualifications - Must Have: Asset allocation and financial planning background
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 7-8+
 
Years of Experience in Present Position: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

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