Managing Director - Wealth Planning - San Francisco, California United States - 44640



JOB DESCRIPTION

Job #: 44640
Title: Managing Director - Wealth Planning
Job Location: San Francisco, California - United States
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?


Work at a top tier financial planning firm in San Francisco or Los Angeles.

JOB DESCRIPTION

Manage the design and implementation of Wealth Planning Services at a top tier financial planning firm. Coordinate with financial planning team to provide HNW clients (20-75mm+) 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

 

QUALIFICATIONS

Requires CPA, JD or CFP  and 10+ years' experience in providing complex financial planning.

Education:
University - JD

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