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

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JOB DESCRIPTION

Job #: 15829
Status: Inactive / Filled
Title: Ultra High Net Worth Wealth Planner - Palo Alto CA - 50M+ level clientele
Job Location: San Francisco, CA
Base Compensation: $70,000 — $110,000
Total Compensation: $80,000 — $120,000
Benefits: above average
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax

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

high net worth tax compliance background
Education: Bachelor's
  
Total Years of Experience: 1-2+
  
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