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Senior Strategic Planner
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Los Angeles, CA
JOB DESCRIPTION

Job #: 38125
Title: Senior Strategic Planner
Job Location: Los Angeles, California - United States
Employment Type:
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.

Education:
University - JD




How to Apply:


 
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