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Lead Wealth Planner - Southeast FL - Dynamic, Growing Department

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Job #: 16176
Status: Inactive / Filled
Title: Lead Wealth Planner - Southeast FL - Dynamic, Growing Department
Job Location: FL-Coral Springs
Southeast (AL, FL, GA, LA, MS, NC, SC & TN)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $100,000       High: $125,000
Total Compensation:
Low: $120,000       High: $175,000
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?
Lead Wealth Planner Opportunity - Southeast FL - Dynamic, Growing Department. Excellent opportunity for advancement.
Job Description:
Multi-National Financial Services Firm seeks Lead Financial Planner in Southeast Florida to advise HNW clientele (1mm-10mm) regarding comprehensive financial planning strategies including, tax and estate planning, asset allocation, retirement planning, and cash flow analysis.
Mandatory Minimum Qualifications - Must Have: 7+ years experience
Preferred Qualifications: Advance planning degree preferred
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 7-8+
First Name:
Last Name:
E-mail Address:


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