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Wealth Planner - Walnut Creek CA - 5MM-50MM+ level clientele

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JOB DESCRIPTION
Job #: 15665
Status: Inactive / Filled
Title: Wealth Planner - Walnut Creek CA - 5MM-50MM+ level clientele
Job Location: CA-San Francisco
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services
Base Compensation:
Low: $70,000       High: $110,000
Total Compensation:
Low: $75,000       High: $130,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: standard
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: case by case basis
Employment Type: Full Time / Direct Hire
 
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 Description:
Advise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: ~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
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 3-4+
 
Years of Experience in Present Position: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

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