Senior Strategic Planner - Dallas, Texas United States - 19757

This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.

JOB DESCRIPTION

Job #: 19757
Title: Senior Strategic Planner
Job Location: Dallas, Texas - United States
Employment Type:
Salary: $125,000.00 - $230,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Senior Strategic Planner - Top Tier Financial Services Firm - Dallas, TX

Wealth Management Team at top Financial Services firm seeks an experienced Strategic Planner to consult with HNW clients (10mm-100mm+) 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 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

QUALIFICATIONS

Requires JD or CPA and 9+ years' experience. Will consider candidates coming from CPA or law firm, or other financial services background.