Wealth ManagementTeam at established Financial Servicesfirm seeks a Senior Planning Strategist to consult with HNW clients(10mm-50mm+) andtheir advisors. Position can be located in several cities in Northern California.
- The firm offers wealth advisory services for high net worth clientele with a focus on comprehensive planning including: income tax planning, cash flow analysis, insurance planning, business succession, and estate and wealth transfer planning
- Serve as the specialist in all areas of wealth planning to support internal advisors and relationship managers
Requires CFP, CPA, or JD and 8+ years' experience. Will consider candidatescoming from CPA or law firm, or financial services background.Why is This a Great Opportunity:
Compensation comprised of base salary in addition to profit andperformance based bonuses.
Excellent benefits package.