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Job #: 16172
Status: Inactive / Filled
Title: Senior Wealth Strategist - Orange County CA - 10mm - 500mm+ level clientele
Job Location: California
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $140,000       High: $175,000
Total Compensation:
Low: $190,000       High: $250,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above average
Overnight Travel: Up to 25%
Is Employer Willing to Relocate?: Yes
Why is This a Great Opportunity?
Senior Wealth Strategist - Orange County 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.
Mandatory Minimum Qualifications - Must Have: JD
Education: Juris Doctorate
Certifications: None
Licenses: None
Total Years of Experience: 7-8+
First Name:
Last Name:
E-mail Address:


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