Senior Business Succession Planner - San Francisco

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Job #: 15628
Status: Inactive / Filled
Title: Senior Business Succession Planner - San Francisco
Job Location: San Francisco, CA
Base Compensation: $125,000 — $145,000
Total Compensation: $185,000 — $220,000
Benefits: excellent
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Private Banking
Industries: Banking


Private Banking group of national financial institution seeks an experienced Business Succession Planner to add value to their Wealth Management team.


- 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.


- 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

Juris Doctorate

Total Years of Experience:

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