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Managing Director Wealth Planning
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Job Location: Los Angeles, CA
JOB DESCRIPTION

Job #: 9489
Title: Managing Director Wealth Planning
Job Location: Los Angeles, California - United States
Employment Type:
Salary: $175,000.00 - $350,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Managing Director Wealth Planning - Greater Los Angeles area, CA - 15mm-50mm+ level clientele

Manage the design and implementation of Wealth Planning Services at one of the Nation`s largest Financial Services firms. Coordinate with financial planning team to provide HNW clients(15-50mm+) with the highest level of service.

Relocation is available on a case by case basis.

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
QUALIFICATIONS

Requires JD or CPA and 10+ years` experience in providing complex financial planning.


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