Wealth Planner - Walnut Creek CA - 5MM-50MM+ level clientele
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|Status:||Inactive / Filled|
|Title:||Wealth Planner - Walnut Creek CA - 5MM-50MM+ level clientele|
|Job Location:||San Francisco, CA|
|Base Compensation:||$70,000 — $110,000|
|Total Compensation:||$75,000 — $130,000|
|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|
WHY IS THIS A GREAT OPPORTUNITY?
Ultra High Net Worth Wealth Planner - Walnut Creek 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 DESCRIPTIONAdvise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance
~2+ years high net worth tax compliance background at a public accounting firm ~Strong computer skills including the ability to create and manipulate spreadsheets
Total Years of Experience: