Job #: 9488
Title: Senior Strategic Planner
Job Location: Philadelphia, Pennsylvania - United States
Salary: $160,000.00 - $260,000.00 - 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 - Philadelphia, PA - 10mm-100mm+ Level Clientele
Wealth Management Team at one of the Nation`s largest Financial Services firms seeks an experienced Strategic Planner to consult with HNW clients (10mm-100mm+) and their advisors and to assist in closing business. 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.
- Develop and deepen client relationships to increase AUM for the firm; perform new business presentations and introduce financial planning services.
Requires JD or CPA and 8+ years` experience with track record of closing business. Will consider candidates coming from CPA or law firm, or financial services background.
How to Apply: