JOB DESCRIPTION
Job #: 38125
Title: Senior Strategic Planner
Job Location: Los Angeles, California - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above average benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY? Compensation comprised of base salary in addition to profit and performance based bonuses. Excellent benefits package. JOB DESCRIPTION
Established and fast-growing RIA seeks an experienced Strategic Planner to join their team and consult with HNW clients (10mm-75mm+) and their advisors. Position can be located in Seattle, San Francisco or Los Angeles. ? 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. ? Act in a fiduciary capacity as clients trust advisor, surrounding clients with subject matter. Expert in all areas of holistic wealth management. QUALIFICATIONS Requires JD or CPA and 5+ years` experience. Will consider candidates coming from CPA or law firm, or financial services background. Education:
University - JD
How to Apply:
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