Senior Business Succession Planner - San Jose

| More


This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.

JOB DESCRIPTION

Job #: 15629
Status: Inactive / Filled
Title: Senior Business Succession Planner - San Jose
Job Location: San Jose, CA
Base Compensation: $125,000 — $145,000
Total Compensation: $185,000 — $220,000
Contract Rate: excellent
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Private Banking
Industries: Banking

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.

QUALIFICATIONS

- 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
  
Total Years of Experience: 7-8+
  
Copyright © 2014 Accounting Career Network, a Division of NBN, Inc. All Rights Reserved
3075 Brickhouse Court, Virginia Beach, VA 23452