Wealth Planner - Naples FL - 1MM-50MM+ level clientele
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|Status:||Inactive / Filled|
|Title:||Wealth Planner - Naples FL - 1MM-50MM+ level clientele|
|Job Location:||Fort Myers, FL|
|Base Compensation:||$60,000 — $80,000|
|Total Compensation:||$70,000 — $90,000|
|Benefits:||Above Average Benefits|
|Is Employer Willing to Relocate?:||No|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Asset & Investment; Wealth Management - Trust Tax|
WHY IS THIS A GREAT OPPORTUNITY?
~Wealth Planner - Naples FL - 1MM-50MM+ level clientele ~Will train in all areas of wealth advisory and transition to a lead relationship manager. ~Extensive client contact. ~No business development goals.
JOB DESCRIPTIONTop Tier Fee-Only Wealth Management Firm in Naples, FL seeks Financial Planner to assist Lead Relationship Manager with sophisticated comprehensive wealth planning for HNW clientele (1mm-50mm) including financial planning, tax and estate planning, investment advisory, retirement planning, cash flow analysis, philanthropic planning, risk management and tax compliance
Requires 2+ years estate planning, individual tax compliance or financial planning background and strong analytical skills.
Total Years of Experience: