Job #: 39626
Title: Estate Planning Strategist
Job Location: Los Angeles, California - United States
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Work for a Top Tier Wealth Management Firm. JOB DESCRIPTION
Manage the design and implementation of Wealth Planning Services for Top Tier Wealth Management Firm in Los Angeles. Coordinate with financial planning team to provide HNW clients (15-50mm+) with the highest level of service.
- 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
- Develop and deepen client relationships to increase AUM for the firm; perform new business presentations and introduce financial planning services
Requires JD and 10+ years` experience in providing complex financial planning.
University - JD
How to Apply: