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

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Job #: 15989
Status: Inactive / Filled
Title: Wealth Planner - Naples FL - 1MM-50MM+ level clientele
Job Location: FL-Fort Myers
Southeast (AL, FL, GA, LA, MS, NC, SC & TN)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services
Base Compensation:
Low: $60,000       High: $80,000
Total Compensation:
Low: $70,000       High: $90,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above Average Benefits
Overnight Travel: Limited Travel
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
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
Mandatory Minimum Qualifications - Must Have: Requires 2+ years estate planning, individual tax compliance or financial planning background and strong analytical skills.
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 1-2+
Years of Experience in Present Position: 1-2+
First Name:
Last Name:
E-mail Address:


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