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Financial Planning Advisor
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Job Location: Milwaukee, WI
JOB DESCRIPTION

Job #: 15503
Title: Financial Planning Advisor
Job Location: Milwaukee, Wisconsin - United States
Employment Type:
Salary: $60,000.00 - $150,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Financial Planning Advisor- Wisconsin - International Wealth Planning Firm

International wealth planning firm seeks Financial Planner in Wisconsin to advise their High-Net-Worth clients on a global basis.

This position offers great work/life balance and excellent growth potential. No sales or new business requirements.

Relocation assistance available on a case by case basis.

60-mid 100`s package, commensurate with experience.

JOB DESCRIPTION

Counsel High-Net-Worth clients on all aspects of financial planning, including international taxation, investment, trust and estate planning. Training will be provided in all areas as needed. Extensive client contact.

QUALIFICATIONS

The ideal candidate will have 2-15 years` experience in any discipline of financial planning, expatriate taxation, estate planning, or investments, as well as the ability to work with clients from various national backgrounds. Prior experience living and/or working outside the United States is a plus.


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