Job #: 38125
Title: Senior Strategic Planner
Job Location: Los Angeles, California - United States
Salary: contact recruiter for details
Other Compensation: Above average benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Compensation comprised of base salary in addition to profit and performance based bonuses.
Excellent benefits package. JOB DESCRIPTION
Established and fast-growing RIA seeks an experienced Strategic Planner to join their team and consult with HNW clients (10mm-75mm+) and their advisors. Position can be located in Seattle, San Francisco or Los Angeles.
? Advise clients with regards to sophisticated wealth planning strategies including estate, income tax, business succession and philanthropic planning; asset protection; retirement funding; and cash flow analysis.
? Act in a fiduciary capacity as clients trust advisor, surrounding clients with subject matter. Expert in all areas of holistic wealth management. QUALIFICATIONS
Requires JD or CPA and 5+ years` experience.
Will consider candidates coming from CPA or law firm, or financial services background.
University - JD
How to Apply: