|Title:||Senior Strategic Planner|
|Job Location:||Los Angeles, California - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||Above average benefits|
|Employer Will Recruit From:||Regional|
Compensation comprised of base salary in addition to profit and performance based bonuses.
Excellent benefits package.
Established and fast-growing RIA seeks an experienced Strategic Planner to join their team and consult with HNW clients (10mm-75mm+) and their advisors. Position can be located in Seattle, San Francisco or Los Angeles.
? 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.
? Act in a fiduciary capacity as clients’ trust advisor, surrounding clients with subject matter. Expert in all areas of holistic wealth management.
Requires JD or CPA and 5+ years' experience.
Will consider candidates coming from CPA or law firm, or financial services background.
University - JD