Job Location: San Diego, CA Job Type: Full Time Salary:
175,000 to 250,000
Seeking strong technical planner with ability to work with bankers and investment professionals regarding tax and estate planning, cash flow analysis and comprehensive financial planning - extensive client contact.
Great Opportunity: Senior Wealth Strategist- San Diego CA - Management Level - 5-100MM level clientele - Fee-based - Top tier financial services firm - Manage a team of financial planning professionals - Extensive client contact
Minimum Qualifications: CPA or JD, Management Experience
