Senior Wealth Strategist- San Diego CA - Management Level
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|Status:||Inactive / Filled|
|Title:||Senior Wealth Strategist- San Diego CA - Management Level|
|Job Location:||San Diego, CA|
|Base Compensation:||$175,000 — $200,000|
|Total Compensation:||$225,000 — $250,000|
|Is Employer Willing to Relocate?:||Might Consider|
|Other Relocation Information:||will consider relocation on a case by case basis|
|Job Categories:||Wealth Management - Asset & Investment; Wealth Management - Trust Tax|
WHY IS THIS A GREAT OPPORTUNITY?
Senior Wealth Strategist- San Diego CA - Management Level - 5-100MM level clientele - Fee-based - Top tier financial services firm - Manage a team of financial planning professionals - Extensive client contact
JOB DESCRIPTIONSeeking strong technical planner with ability to work with bankers and investment professionals regarding tax and estate planning, cash flow analysis and comprehensive financial planning - extensive client contact.
CPA or JD, Management Experience
Total Years of Experience: