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Senior Strategic Planner
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: San Francisco, CA
JOB DESCRIPTION

Job #: 11282
Title: Senior Strategic Planner
Job Location: San Francisco, California - United States
Employment Type:
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 San Francisco, CA - Firm will assist with relocation

Multiple planning opportunities available with top tier wealth management firms. Please share with anyone you deem appropriate.

Compensation comprised of base salary in addition to profit and performance based bonuses. Excellent benefits package.

Firm will assist with relocation.

Positions available in:
Seattle, WA
Salt Lake City area, UT
San Francisco, CA
Jackson Hole, WY

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
QUALIFICATIONS

Requires JD or CPA and 8+ years` experience


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