Back to Home Page
Communities Industries Employers JobSeekers Advertisers PJScout Resources Recruiters About
Keywords (e.g. nurse, sales) Category State City Radius
 
Senior Estate Planning Strategist
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Atlanta, GA
JOB DESCRIPTION

Job #: 6069
Title: Senior Estate Planning Strategist
Job Location: Atlanta, Georgia - United States
Employment Type:
Salary: $210,000.00 - $280,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

Senior Estate Planning Strategist - Top Tier Financial Services Firm - Atlanta, GA

Wealth Management Team at a top tier national wealth management firm seeks an experienced Estate Planning Strategist to advise high net worth clientele (10mm-100mm) in Atlanta.

This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses. Excellent benefits package. The role offers work/life balance and a solid career track within the firm.

Relocation assistance is available on a case by case basis.

JOB DESCRIPTION

The Estate Planning Strategist will counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including wealth transfer, estate and tax planning, philanthropic matters and business succession planning. In addition, the Strategist will work closely with the trust and investment teams to ensure the client is surrounded with subject matter experts in all areas of holistic wealth management. Extensive client contact and networking with industry peers in the T&E legal community.

QUALIFICATIONS

This position requires a J.D and 9+ years experience at a law or financial services firm.

Education:
University - JD




How to Apply:


 
See all jobs in Atlanta GA
  Share this job
Share |

PJ Scout
Create Free Account

PJ Scout
 
    INDUSTRIES | COMMUNITIES | EMPLOYERS | JOB SEEKERS | CUSTOMER LOGIN
    CONTACT US | ABOUT NATIONJOB | ADVERTISERS | PRIVACY
    Electronic Recruitment since 1988. Copyright 1995-2017 NationJob, Inc. All rights reserved.