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JOB DESCRIPTION

Job #: 6060
Title: Senior Strategic Planner
Job Location: Richmond, Virginia - United States
Employment Type:
Salary: $140,000.00 - $220,000.00 - 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 - Top Tier Financial Services Firm - Richmond, VA

Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net worth clientele (5mm-40mm) in Richmond, VA.

This position offers work/life balance, a solid career track within the firm, and the opportunity to move away from tax seasons/compliance/billable hours.


 Relocation is available on a case by case basis.

 

JOB DESCRIPTION


 *       Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including estate and tax planning, business succession planning, and cash flow analysis

*       Work closely with the investment, trust and financial planning teams to surround the client with subject matter experts in all areas of holistic wealth management

*       Extensive client contact

QUALIFICATIONS

*        Requires 8+ years' experience and either a JD or CPA