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Senior Strategic Planner
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Minneapolis, MN
JOB DESCRIPTION

Job #: 9486
Title: Senior Strategic Planner
Job Location: Minneapolis, Minnesota - United States
Employment Type:
Salary: $90,000.00 - $200,000.00 - 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 - Top Tier Financial Services Firm - Minneapolis, MN


Wealth Management Team at one of the Nation`s largest Financial Services firms seeks an experienced Strategic Planner to consult with HNW clients (10mm-75mm+) and their advisors. Compensation comprised of base salary in addition to profit and performance based bonuses. Excellent benefits package.

JOB DESCRIPTION

Advise clients with regards to sophisticated wealth planning strategies including estate, income tax, business succession and philanthropic planning; asset protection; retirement funding; and cash flow analysis. Work closely with the investment, trust and private banking teams to surround the client with subject matter experts in all areas of holistic wealth management.

QUALIFICATIONS

Requires JD or CPA and 6+ years` experience. Will consider candidates coming from CPA firm, law firm, or financial services background.


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