Senior Wealth Strategist - Pasadena CA - 5-50M+ level clientele
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|Status:||Inactive / Filled|
|Title:||Senior Wealth Strategist - Pasadena CA - 5-50M+ level clientele|
|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 - Pasadena CA - 5-100MM level clientele - Fee-based - Top tier financial services firm
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
Total Years of Experience: