Senior Estate Planning Strategist - UHNW - Los Angeles, California United States - 44066



JOB DESCRIPTION

Job #: 44066
Title: Senior Estate Planning Strategist - UHNW
Job Location: Los Angeles, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


This position offers strong name recognition, work/life balance and a solid career track within the firm.
This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses. Excellent benefits package.

Relocation is available on a case by case basis.

JOB DESCRIPTION

Wealth Management Team at top tier National Financial Services firm seeks Senior Estate Planning Strategist to advise ultra high net worth clientele (50mm-1B+) in Los Angeles, CA and to assist in closing new trust, estate and insurance business.

 

The Estate Planning Strategist will counsel clients in a fee-based, fiduciary capacity with regard to sophisticated wealth planning strategies including business succession planning, estate planning, insurance planning and tax planning. In addition, the Strategist will  play an integral role in increasing revenues through identifying and closing trust and estate business with existing clients and prospects.  

 

QUALIFICATIONS

The ideal candidate will have a J.D. with 8+ years’ experience.

Education:
University - JD

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