Wealth Strategist - Minnesota - 10mm - 50mm+ level clientele

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JOB DESCRIPTION

Job #: 18720
Status: Inactive / Filled
Title: Wealth Strategist - Minnesota - 10mm - 50mm+ level clientele
Job Location: Minneapolis, MN
Base Compensation: $140,000 — $170,000
Total Compensation: $150,000 — $200,000
Benefits: Above Average Benefits
Is Employer Willing to Relocate?: Yes
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?

Wealth Strategist - Minnesota - 10mm-50mm+ level clientele - Relocation is available on a case by case basis.

JOB DESCRIPTION

Top Tier National Wealth Management Firm seeks Wealth Strategist to work with High Net Worth (HNW) clientele regarding sophisticated tax and estate planning strategies, comprehensive financial planning, charitable giving, wealth transfer, business succession and wealth preservation. Extensive client contact.

QUALIFICATIONS

- JD or CPA - 8+ years experience required.
Education: Juris Doctorate
  
Total Years of Experience: 7-8+
  
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