Senior Financial Planner - Los Angeles CA - Management Level Opportunity

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JOB DESCRIPTION

Job #: 15966
Status: Inactive / Filled
Title: Senior Financial Planner - Los Angeles CA - Management Level Opportunity
Job Location: Los Angeles, CA
Base Compensation: $175,000 — $225,000
Total Compensation: $240,000 — $350,000
Benefits: Above Average Benefits
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?

Senior Financial Planner - Los Angeles CA - Management Level Opportunity - 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. Manage four direct reports of senior wealth strategists.

QUALIFICATIONS

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