|Title:||Senior Strategic Planner|
|Job Location:||New York City, New York - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Regional|
Senior Strategic Planner - Top Tier Financial Services Firm - New York, NY
Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to consult with HNW clients (10mm-100mm+) and their advisors and to assist in closing business. 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
? Develop and deepen client relationships to increase AUM for the firm; perform new business presentations and introduce financial planning services
Requires JD or CPA and 8+ years' experience with track record of closing business. Will consider candidates coming from CPA or law firm, or financial services background.