Senior Strategic Planner - New York City, New York United States - 23820



JOB DESCRIPTION

Job #: 23820
Title: Senior Strategic Planner
Job Location: New York City, New York - 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?


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.

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
?  Develop and deepen client relationships to increase AUM for the firm; perform new business presentations and introduce financial planning services

QUALIFICATIONS

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.

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