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Senior Planning Strategist

NPAworldwide Recruitment Network

Last Updated: 9/27/22

Job Description

Job description:

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
Qualifications:

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.



Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...