Senior Financial Planner - Miami FL - 5MM - 100MM+ level clientele

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JOB DESCRIPTION

Job #: 15767
Status: Inactive / Filled
Title: Senior Financial Planner - Miami FL - 5MM - 100MM+ level clientele
Job Location: Miami, FL
Base Compensation: $140,000 — $160,000
Total Compensation: $190,000 — $220,000
Benefits: standard
Is Employer Willing to Relocate?: Yes
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?

Senior Financial Planner - Miami FL - 5MM - 100MM+ level clientele - Fee-based - Top tier financial services firm

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
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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