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Wealth Planning Associate
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Job Location: South Florida, Florida - United States
JOB DESCRIPTION

Job #: 9977
Title: Wealth Planning Associate
Job Location: South Florida, Florida - United States
Employment Type:
Salary: $90,000.00 - $150,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Wealth Planning Associate - Southern Florida - Top Tier Wealth Management Firm - 5mm-50mm+ level clientele

Top Tier Wealth Management Firm seeks dynamic Wealth Planning Associate to join the planning team in Southern Florida in advising high net worth clientele (5mm-50mm). This role offers a strong career track within the firm. This position will provide a tax professional or attorney the opportunity to move away from billable hours and tax seasons towards a wealth management focused career. Excellent work/life balance

JOB DESCRIPTION

The Wealth Planning Associate will collaborate with team members to counsel clients with regards to sophisticated wealth planning strategies including estate and income tax planning, wealth transfer matters, cash flow analysis and business succession planning.

QUALIFICATIONS

The ideal candidate will have 3-6 years experience and either a CPA or JD.


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