Wealth Planner - San Diego CA - 5MM-50MM+ level clientele

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JOB DESCRIPTION

Job #: 15967
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
Industries: Financial Services

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 DESCRIPTION

Advise on high net worth tax strategies, wealth transfer, estate planning, and other financial planning issues, no tax compliance

QUALIFICATIONS

~3+ years high net worth tax compliance, financial planning, or estate planning background ~Strong computer skills including the ability to create and manipulate spreadsheets
Education: Bachelor's
  
Total Years of Experience: 3-4+
  
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