Senior Wealth Strategist - Orange County CA - 10mm - 500mm+ level clientele

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JOB DESCRIPTION

Job #: 16172
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
Benefits: Above average
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 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

JD
Education: Juris Doctorate
  
Total Years of Experience: 7-8+
  
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