Lead Wealth Planner Opportunity - Southeast FL - Dynamic, Growing Department

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JOB DESCRIPTION

Job #: 16177
Status: Inactive / Filled
Title: Lead Wealth Planner Opportunity - Southeast FL - Dynamic, Growing Department
Job Location: Fort Lauderdale, 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 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.

QUALIFICATIONS

7+ years experience
Preferred Qualifications: Advance planning degree preferred
  
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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