| Job Details
Job #: 15629 - Senior Business Succession Planner - San Jose
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15629
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| Active |
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Senior Business Succession Planner - San Jose
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CA-San Jose
West Coast/Northwest (CA, OR, WA, AK & HI)
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| Wealth Management - Private Banking |
| Banking |
| Low: $125,000 |
High: $145,000 |
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| Low: $185,000 |
High: $220,000 |
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| excellent |
| None Listed |
| No |
| Full Time / Direct Hire |
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| Private Banking group of national financial institution seeks an experienced Business Succession Planner to add value to their Wealth Management team. |
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| - 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. |
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| - 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 |
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| LLM or Master's degree in tax |
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| Juris Doctorate |
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| None |
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| None |
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| 7-8+ |
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| 1-2+ |
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