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Senior Business Succession Planner - San Francisco

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Job #: 15628
Status: Inactive / Filled
Title: Senior Business Succession Planner - San Francisco
Job Location: CA-San Francisco
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Private Banking
Industries: Banking
Base Compensation:
Low: $125,000       High: $145,000
Total Compensation:
Low: $185,000       High: $220,000
Benefits: excellent
Overnight Travel: None Listed
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Why is This a Great Opportunity?
Private Banking group of national financial institution seeks an experienced Business Succession Planner to add value to their Wealth Management team.
Job Description:
- Expand Wealth Management business by providing strategies and solutions through sophisticated Wealth Planning analysis to the Business Owners. - Serve as a professional Wealth Planning subject-matter expert to the client and the clients' advisors. - Develop cutting edge financial and estate strategies and create means to communicate them to clients. - Manage the client engagement by keeping the client on track and bringing the engagement to a successful close in a timely manner. - Demonstrate leadership in Wealth Planning as well as Wealth Management. - Work closely with dedicated Wealth Advisors and Financial Consultants to turn planning recommendations into new business. - Assist clients with implementation of planning recommendations. - Remain abreast of ever-changing tax and estate laws.
Mandatory Minimum Qualifications - Must Have: - JD or CPA - 8 years of business owner planning experience - 5 years of experience turning planning recommendations into significant new business opportunities - 5 years of experience in complex closely held-business succession and tax planning - 5 years of experience in preparing presentations and client service skills
Preferred Qualifications: LLM or Master's degree in tax
Education: Juris Doctorate
Certifications: None
Licenses: None
Total Years of Experience: 7-8+
Years of Experience in Present Position: 1-2+
First Name:
Last Name:
E-mail Address:


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