Senior Strategic Planner - Multiple Locations

Twitter Facebook
Job Type
Direct Hire
Jun 05, 2019
Job ID
Multiple planning opportunities available with top tier wealth management firms. Positions available in Dallas, TX and Parsippany, NJ.
  • 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
  • Requires JD or CPA and 8+ years' experience
  • Compensation comprised of base salary in addition to profit and performance based bonuses. Excellent benefits package
Firms will assist with relocation