Senior Wealth Planner - San Francisco- 50M+ level clientele

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JOB DESCRIPTION

Job #: 15495
Status: Inactive / Filled
Title: Senior Wealth Planner - San Francisco- 50M+ level clientele
Job Location: San Francisco, CA
Base Compensation: $140,000 — $275,000
Total Compensation: $180,000 — $475,000
Benefits: standard
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: will consider relocation on a case by case basis
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?

Senior Wealth Planner - San Francisco - 50M+ level clientele

JOB DESCRIPTION

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

QUALIFICATIONS

7+ years high net worth tax research and planning background or estate planning law firm background required
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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