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Senior Wealth Strategist
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: San Francisco, CA
JOB DESCRIPTION

Job #: 9967
Title: Senior Wealth Strategist
Job Location: San Francisco, California - United States
Employment Type:
Salary: $250,000.00 - $300,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Will recruit from within California on a case-by-case basis.
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Senior Wealth Strategist - Boutique UHNW Multi-Family Office - 25mm 1B+ level clientele - San Francisco, CA

Boutique high-end Multi-Family Office seeks Senior Wealth Strategist to advise UHNW clientele (25mm-1B+) in San Francisco, CA. The role offers work/life balance and a solid career track within the firm. This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses. Excellent benefits package.

Relocation assistance within California is available on a case by case basis.

JOB DESCRIPTION

The Senior Wealth Strategist will counsel clients in a fiduciary capacity with regards to sophisticated wealth planning strategies including wealth transfer, estate and tax planning, philanthropic matters and business succession planning. In addition, the Strategist will work closely with internal teams to ensure the client is surrounded with subject matter experts in all areas of holistic wealth management. Extensive client contact.

QUALIFICATIONS

This position requires a J.D. and 8+ years` experience at a law or financial services firm. The role offers work/life balance and a solid career track within the firm.


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