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


Job Location: Richmond, VA
JOB DESCRIPTION

Job #: 7293
Title: Senior Strategic Planner
Job Location: Richmond, Virginia - United States
Employment Type:
Salary: $140,000.00 - $220,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Senior Strategic Planner - Richmond, VA

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.

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 5+ years` experience and either a JD or CPA




How to Apply:


 
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