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


Job Location: Birmingham, AL
JOB DESCRIPTION

Job #: 5035
Title: Senior Strategic Planner
Job Location: Birmingham, Alabama - United States
Employment Type:
Salary: $150,000.00 - $220,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Senior Strategic Planner - Top Tier Financial Services Firm - Birmingham, AL

Wealth Management Team at one of the Nation`s largest Financial Services firms seeks an experienced Strategic Planner to advise high net worth clientele (5mm-50mm). Position can be located in either Nashville, TN or Birmingham, AL.

This position offers work/life balance, a solid career track within the firm, and the opportunity to move away from tax seasons/compliance/billable hours.

Relocation is available on a case by case basis.

JOB DESCRIPTION

* Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including estate and tax planning, business succession planning, and cash flow analysis

* Work closely with the investment, trust and financial planning teams to surround the client with subject matter experts in all areas of holistic wealth management

* Extensive client contact

QUALIFICATIONS

* Requires 8+ years` experience and either a JD or CPA




How to Apply:


 
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