Senior Wealth Strategist - San Francisco CA - 10mm - 500mm+ level clientele

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JOB DESCRIPTION

Job #: 16171
Status: Inactive / Filled
Title: Senior Wealth Strategist - San Francisco CA - 10mm - 500mm+ level clientele
Job Location: San Francisco, CA
Base Compensation: $140,000 — $175,000
Total Compensation: $190,000 — $250,000
Benefits: Above average
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment
Industries: Banking

WHY IS THIS A GREAT OPPORTUNITY?


Senior Wealth Strategist - San Francisco CA - 10mm - 500mm+ level clientele - Top Tier National Wealth Management Firm

JOB DESCRIPTION

Work with HNW and UHNW clientele (10mm-500mm+) regarding sophisticated tax and estate planning strategies, comprehensive financial planning, charitable giving, business succession and wealth preservation. Extensive client contact.

QUALIFICATIONS

w/ JD

Total Years of Experience:
7-8+

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