Senior Wealth Strategist - San Fransisco CA - 25M+ level clientele

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JOB DESCRIPTION

Job #: 15292
Status: Inactive / Filled
Title: Senior Wealth Strategist - San Fransisco CA - 25M+ level clientele
Job Location: San Francisco, CA
Base Compensation: $200,000 — $250,000
Total Compensation: $350,000 — $450,000
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

WHY IS THIS A GREAT OPPORTUNITY?


Senior Wealth Strategist - San Fransisco CA - 25M+ level clientele

JOB DESCRIPTION

Seeking strong technical planner with ability to work with bankers and investment professionals regarding tax and estate planning, cash flow analysis and comprehensive financial planning - extensive client contact

QUALIFICATIONS

JD

Education:
Juris Doctorate

Total Years of Experience:
7-8+

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