Lead Wealth Planner - Southeast FL - Dynamic, Growing Department
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|Status:||Inactive / Filled|
|Title:||Lead Wealth Planner - Southeast FL - Dynamic, Growing Department|
|Job Location:||Coral Springs, FL|
|Base Compensation:||$100,000 — $125,000|
|Total Compensation:||$120,000 — $175,000|
|Benefits:||Above Average Benefits|
|Is Employer Willing to Relocate?:||No|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Asset & Investment; Wealth Management - Trust Tax|
WHY IS THIS A GREAT OPPORTUNITY?
Lead Wealth Planner Opportunity - Southeast FL - Dynamic, Growing Department. Excellent opportunity for advancement.
JOB DESCRIPTIONMulti-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.
7+ years experience
Advance planning degree preferred
Total Years of Experience: