|Title:||Senior Strategic Planner|
|Job Location:||Richmond, Virginia - United States|
|Salary:||$140,000.00 - $220,000.00 - US Dollars - Yearly|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Nationwide|
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.
* 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
* Requires 8+ years' experience and either a JD or CPA
How can we make this page better for you? Add your suggestions below.