Senior Wealth Planner - Philadelphia PA - 20M+ level clientele

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JOB DESCRIPTION

Job #: 15589
Status: Inactive / Filled
Title: Senior Wealth Planner - Philadelphia PA - 20M+ level clientele
Job Location: Philadelphia, PA
Base Compensation: $175,000 — $250,000
Total Compensation: $350,000 — $450,000
Contract Rate: standard
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?

Senior Wealth Planner - Philadelphia PA - 20M+ 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 estate planning and wealth strategy background
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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