Accounting Jobs, Audit Jobs, Tax Jobs
Search Jobs Job Alerts Find Recruiters Post Your Resume Job Success Stories
accounting job search, audit job search, tax job search

Preview Accounting, Audit & Tax Jobs

Local and Nationwide Job Opportunities
for your accounting job search, audit job search or tax job search

Job Details

WEALTH PLAN DESIGN SPECIALIST

| More


 
JOB DESCRIPTION
Job #: 15324
Status: Inactive / Filled
Title: WEALTH PLAN DESIGN SPECIALIST
Job Location: NE-All
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Executive/Mid Management/Admin; Wealth Management - Pension & Retirement Plans
Industries: All Industries; Financial Services; Other
Base Compensation:
Low: $65,000       High: $90,000
Total Compensation:
Low: $65,000       High: $90,000
Is Employer Willing to Relocate?: ?
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
As the Wealth Plan Design Specialist, you are part of a focused team of planning discipline specialists who meet with affluent clients, gather data, create, and present detailed holistic wealth plans to address complex needs. This position will offer a salary plus bonus!
 
Job Description:
The Wealth Plan Design Specialist creates the physical document, conducts regular follow up with clients, updates plans as necessary, and serves as main point of contact for clients.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: Qualifications: -CFP and college degree REQUIRED -Must be detailed, ambitious, tenacious without being abrasive -Familiar with complex wealth management products (such as dynasty trusts and buy/sell agreements) -Experienced in understanding and addressing the needs of complex family structures.
 
Education: Bachelor's
 
Certifications: Certified/Chartered Financial Planner
 
Licenses: None
 
Total Years of Experience: 5-6+
 
First Name:
Last Name:
E-mail Address:

 

This is a REAL job we're looking to fill RIGHT NOW!  If you feel you're qualified, please complete our free registration and apply online today!

 

Remember, the recruiters in our network often have additional jobs they are working to fill that are not posted in our databse. When you register you can introduce yourself to our recruiters and make yourself available for these other, non publicized, positions!

 

SUBMIT YOUR FREE PROFILE NOW -->

 

 

 Want to See MORE Jobs?

 

Accounting Jobs

 

Terms & Conditions and Privacy Statement