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Wealth Planning Associate
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: San Francisco, CA
JOB DESCRIPTION

Job #: 12858
Title: Wealth Planning Associate
Job Location: San Francisco, California - United States
Employment Type:
Salary: $80,000.00 - $130,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Wealth Planning Associate - San Francisco Bay Area - 15mm-50mm+ level clientele

Position offers the opportunity to be trained in all areas of holistic wealth planning with excellent work/life balance and a strong career track within the firm.

JOB DESCRIPTION

Established wealth management firm seeks dynamic Wealth Planning Associate to join their financial advisory team in San Francisco, CA and assist with advising high net worth clientele (15mm-50mm).

Work with senior members of planning team to provide clients with sophisticated wealth planning strategies including tax, trust, estate and investment planning. Extensive client contact.

Focus is on providing excellent client service and in-depth technical advice; no sales required.

QUALIFICATIONS

Requires 3+ years` experience in addition to a CFP, CPA or JD.




How to Apply:


 
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