Wealth Planner - Century City CA - 5MM-50MM+ level clientele

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JOB DESCRIPTION

Job #: 15663
Status: Inactive / Filled
Title: Wealth Planner - Century City CA - 5MM-50MM+ level clientele
Job Location: Los Angeles, CA
Base Compensation: $85,000 — $110,000
Total Compensation: $75,000 — $130,000
Benefits: standard
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: case by case basis
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services

WHY IS THIS A GREAT OPPORTUNITY?

High Net Worth Wealth Planner - Century City CA - 5MM+ level clientele; Work in tandem with senior wealth strategist in dealing with cutting edge, sophisticated issues for ultra high net worth clientele, extensive client contact

JOB DESCRIPTION

Advise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance

QUALIFICATIONS

~2+ years high net worth tax compliance background at a public accounting firm ~Strong computer skills including the ability to create and manipulate spreadsheets
Education: Bachelor's
  
Total Years of Experience: 3-4+
  
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