Managing Director -Wealth Planning

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Menlo Park area, CA
Job Type
Direct Hire
May 07, 2018
Job ID
Manage the design and implementation of Wealth Planning Services at one of the Nation's largest Financial Services firms. Coordinate with financial planning team to provide HNW clients(15-50mm+) with the highest level of service.
  • 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
  • Requires JD or CPA and 10+ years' experience in providing complex financial planning.
 Relocation is available on a case by case basis.