Strategic Wealth Planner - Firm will assist with relocation

Twitter Facebook
Philadelphia, PA
Job Type
Direct Hire
May 07, 2018
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
(10mm-100mm+) and their advisors and to assist in closing business. Similar wealth planning opportunities available in Los Angeles/ San Francisco/ Menlo Park CA, Seattle WA, Salt Lake City UT, and Jackson Hole WY.
  • 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 8+ years' experience. Will consider candidates coming from CPA or law firm, or financial services background.
  • Compensation comprised of base salary in addition to profit and performance based bonuses. Excellent benefits package.