Senior Wealth Strategist - Orange County CA - 10mm - 500mm+ level clientele
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|Status:||Inactive / Filled|
|Title:||Senior Wealth Strategist - Orange County CA - 10mm - 500mm+ level clientele|
|Job Location:||California - Orange County|
|Base Compensation:||$140,000 — $175,000|
|Total Compensation:||$190,000 — $250,000|
|Is Employer Willing to Relocate?:||Yes|
|Job Categories:||Wealth Management - Asset & Investment; Wealth Management - Trust Tax|
WHY IS THIS A GREAT OPPORTUNITY?
Senior Wealth Strategist - Orange County CA - 10mm - 500mm+ level clientele - Top Tier National Wealth Management Firm
JOB DESCRIPTIONWork 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.
Total Years of Experience: