Senior Strategic Planner - Multiple Locations

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Job Type
Direct Hire
Mar 13, 2019
Job ID
Multiple planning opportunities available with top tier wealth management firms. Positions available in Seattle/Bellevue WA, 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