Senior Strategic Planner - Los Angeles, California United States - 38125



JOB DESCRIPTION

Job #: 38125
Title: Senior Strategic Planner
Job Location: Los Angeles, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above average benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Compensation comprised of base salary in addition to profit and performance based bonuses.

Excellent benefits package.

JOB DESCRIPTION

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. 

 

QUALIFICATIONS

Requires JD or CPA and 5+ years' experience.

Will consider candidates coming from CPA or law firm, or financial services background.

Education:
University - JD

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