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|Title:||Senior Strategic Planner|
|Job Location:||Dallas, Texas - United States|
|Salary:||$125,000.00 - $230,000.00 - US Dollars - Yearly|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Regional|
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.
? 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
Requires JD or CPA and 9+ years' experience. Will consider candidates coming from CPA or law firm, or other financial services background.