Job #: 44640
Title: Managing Director - Wealth Planning
Job Location: San Francisco, California - United States
Remote Job: Unknown
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Work at a top tier financial planning firm in San Francisco or Los Angeles. JOB DESCRIPTION
Manage the design and implementation of Wealth Planning Services at a top tier financial planning firm. Coordinate with financial planning team to provide HNW clients (20-75mm+) with the highest level of service.
- 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
- Work closely with the investment, trust and private banking teams to surround the client with subject matter experts in all areas of holistic wealth management
- Develop and deepen client relationships to increase AUM for the firm; perform new business presentations and introduce financial planning services
Requires CPA, JD or CFP and 10+ years` experience in providing complex financial planning.
University - JD
How to Apply: