Senior Estate and Wealth Planner - Pasadena, California United States - 21643

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JOB DESCRIPTION

Job #: 21643
Title: Senior Estate and Wealth Planner
Job Location: Pasadena, California - United States
Employment Type:
Salary: $170,000.00 - $300,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Wealth Management Team at established Financial Services firm seeks a Senior Estate and Wealth Planner to consult with HNW clients (10mm-50mm+) and their advisors. Wealth Management Team at established Financial Services firm seeks a Senior Estate and Wealth Planner to consult with HNW clients (10mm-50mm+) and their advisors. Compensation comprised of base salary in addition to profit and performance based bonuses. Excellent benefits package.

 

JOB DESCRIPTION

 Advise clients with regards to sophisticated wealth and estate planning strategies. 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.

QUALIFICATIONS

Requires JD or CPA and 8+ years' experience. Will consider candidates coming from CPA or law firm, or financial services background.