Accounting Jobs, Audit Jobs, Tax Jobs
Search Jobs Job Alerts Find Recruiters Post Your Resume Job Success Stories

We help professionals like you reach the hidden job market.

Job Details

Ultra High Net Worth Wealth Planner - Palo Alto CA - 50M+ level clientele

 
JOB DESCRIPTION
Job #: 15829
Status: Inactive / Filled
Title: Ultra High Net Worth Wealth Planner - Palo Alto CA - 50M+ level clientele
Job Location: CA-San Francisco
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $70,000       High: $110,000
Total Compensation:
Low: $80,000       High: $120,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: above average
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Ultra High Net Worth Wealth Planner - Palo Alto CA - 50M+ level clientele, Family Office Environment
 
Job Description:
Sophisticated financial planning, estate planning and tax research for ultra high net worth families. No billable hours, work life balance, extensive client contact.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: high net worth tax compliance background
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

How to Apply for This Job...

 

To the left are the job details for this position.  If you feel you are qualified and would like to apply for this position, simply scroll to the bottom where you have the ability to include a cover letter with your application. Press "Apply Now" when you are ready to submit your application.

 

Just a friendly reminder:  Our candidate resources area has a session time limit so if you are composing a letter or have been away from the computer it is a good idea to "copy" your cover letter before submitting so your letter will not be lost.

 

Your application goes DIRECTLY to the recruiter in our network handling this position. If the recruiter feels you could be a potential candidate, he/she will contact you or the recruiter you are working with (if applicable).
 
 

Terms & Conditions and Privacy Statement