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Senior Wealth/Estate Planning Specialist
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Los Angeles, CA
JOB DESCRIPTION

Job #: 20062
Title: Senior Wealth/Estate Planning Specialist
Job Location: Los Angeles, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Senior Wealth/Estate Planning Specialist - Boutique RIA - Greater Los Angeles area - (Relocation Assistance Available)

Boutique expanding RIA seeks Senior Estate Planning Strategist to advise HNW/UHNW clientele in Greater Los Angeles area, CA.

Newly created position due to company growth. This is a front line advisory role offering solid base salary, bonus, excellent benefits package and strong career track within the firm. Excellent opportunity for law firm professional seeking to transition to a dynamic, entrepreneurial position with better work-life balance.

JOB DESCRIPTION

* Act as subject matter expert on estate planning with the support of a comprehensive financial planning department

* Counsel clients with regards to sophisticated estate and wealth planning strategies including wealth transfer, estate tax planning, philanthropic matters and business succession planning

* Develop and disseminate intellectual capital including whitepapers and articles on wealth structuring topics and cutting edge estate planning strategies

QUALIFICATIONS

Requires a JD and 6+ years of experience. Candidates may come from a law firm or financial services firm with prior law firm experience.

Education:
University - JD




How to Apply:


 
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