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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: CA-San Diego
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services
Base Compensation:
Low: $85,000       High: $110,000
Total Compensation:
Low: $105,000       High: $140,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above Average Benefits
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
 
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
Mandatory Minimum Qualifications - Must Have: ~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
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 3-4+
 
Years of Experience in Present Position: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

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