Wealth Strategist - Minnesota - 10mm - 50mm+ level clientele
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|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 DESCRIPTIONTop 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.
- JD or CPA - 8+ years experience required.
Total Years of Experience: