Job #: 10987
Title: Senior Strategic Planner
Job Location: Seattle, Washington - United States
Salary: $160,000.00 - $265,000.00 - 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 Seattle, WA - Firm will assist with relocation
Multiple planning opportunities available with top tier wealth management firms. Please share with anyone you deem appropriate or contact me for additional information.
Compensation comprised of base salary in addition to profit and performance based bonuses. Excellent benefits package.
Firms will assist with relocation
Positions available in: JOB DESCRIPTION
Salt Lake City area, UT
San Francisco, CA
Jackson Hole, WY
- 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
Requires JD or CPA and 8+ years` experience
How to Apply: