Senior Wealth Strategist- San Diego CA - Management Level

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JOB DESCRIPTION

Job #: 15659
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
Contract Rate: standard
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 DESCRIPTION

Seeking 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.

QUALIFICATIONS

CPA or JD, Management Experience
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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