Job #: 9818
Title: Senior Strategic Planner
Job Location: Pasadena, California - United States
Salary: $160,000.00 - $250,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes
WHY IS THIS A GREAT OPPORTUNITY?
Senior Strategic Planner - 5-50mm + level clientele - Pasadena, CA
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) in Pasadena, CA.
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
Requires 8+ years` experience and either a JD or CPA
How to Apply: