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Ultra High Net Worth Wealth Planner - Palo Alto CA - 50M+ level clientele

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JOB DESCRIPTION
Job #: 15828
Status: Inactive / Filled
Title: Ultra High Net Worth Wealth Planner - Palo Alto CA - 50M+ level clientele
Job Location: CA-San Jose
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $70,000       High: $110,000
Total Compensation:
Low: $80,000       High: $120,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: above average
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Ultra High Net Worth Wealth Planner - Palo Alto CA - 50M+ level clientele, Family Office Environment
 
Job Description:
Sophisticated financial planning, estate planning and tax research for ultra high net worth families. No billable hours, work life balance, extensive client contact.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: high net worth tax compliance background
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

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