Wealth Planner - San Diego CA - 5MM-50MM+ level clientele
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|Status:||Inactive / Filled|
|Title:||Wealth Planner - San Diego CA - 5MM-50MM+ level clientele|
|Job Location:||San Diego, CA|
|Base Compensation:||$85,000 — $110,000|
|Total Compensation:||$105,000 — $140,000|
|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?
High Net Worth Wealth Planner - San Diego CA - 5MM - 50MM level clientele; Work in tandem with senior wealth strategist in dealing with cutting edge, sophisticated estate planning, tax planning and comprehensive financial planning strategies for ultra high net worth clientele, extensive client contact
JOB DESCRIPTIONAdvise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance
~3+ years high net worth tax compliance, financial planning, or estate planning background ~Strong computer skills including the ability to create and manipulate spreadsheets
Total Years of Experience: