Senior Wealth Planner - San Francisco- 50M+ level clientele
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|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|
|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 DESCRIPTIONSeeking 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
7+ years high net worth tax research and planning background or estate planning law firm background required
Total Years of Experience: