Senior WEalth Planner - San Francisco, California United States - 23233



JOB DESCRIPTION

Job #: 23233
Title: Senior WEalth Planner
Job Location: San Francisco, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Senior Wealth Planner - San Francisco Bay Area - 40mm+ level clientele

  • Fast track to promotion; excellent work-life balance
  • No sales; 100% focused on client service and deep technical advice
  • Junior Associate position also available; 3-6 years with CPA or CFP; will train
  • Will assist with relocation on a case by case basis

JOB DESCRIPTION

  • Provide UHNW clients with sophisticated wealth planning strategies including tax, trust, estate and investment planning
  • Reports to Lead Director of Planning

QUALIFICATIONS

  • Requires 6+ years’ experience in addition to a CPA, JD or CFP

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