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

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Job #: 15495
Status: Inactive / Filled
Title: Senior Wealth Planner - San Francisco- 50M+ level clientele
Job Location: CA-San Francisco
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $140,000       High: $275,000
Total Compensation:
Low: $180,000       High: $475,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: standard
Overnight Travel: None Listed
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: will consider relocation on a case by case basis
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
Mandatory Minimum Qualifications - Must Have: 7+ years high net worth tax research and planning background or estate planning law firm background required
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 7-8+
First Name:
Last Name:
E-mail Address:


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