Wealth Planner - Naples FL - 1MM-50MM+ level clientele

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JOB DESCRIPTION

Job #: 15989
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
Industries: Financial Services

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 DESCRIPTION

Top 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

QUALIFICATIONS

Requires 2+ years estate planning, individual tax compliance or financial planning background and strong analytical skills.
Education: Bachelor's
  
Total Years of Experience: 1-2+
  
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