Senior Strategic Planner (Relocation Assistance Available)

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Southern, NJ
Job Type
Direct Hire
Jul 04, 2017
Job ID
Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to consult with HNW clients (15mm-100m+) and their advisors and to assist in closing business.
  • Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including estate and income tax planning, business succession planning, and charitable giving
  • Develop and deepen client relationships to increase AUM for the firm; perform new business presentations and introduce financial planning services
  • Work closely with the investment, trust and financial planning teams to surround the client with subject matter experts in all areas of holistic wealth management
  • This position offers work/life balance, a solid career track within the firm, and the opportunity to move away from tax seasons/compliance/billable hours
  • Requires JD or CPA and 8+ years' experience with track record of closing business
  • Base salary in the upper 100's in addition to profit and performance based bonuses. Excellent benefits package.
 Relocation is available on a case by case basis.