Senior Strategic Planner

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San Diego, CA
Job Type
Direct Hire
May 13, 2018
Job ID
Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Strategic Planner to advise high net worth clientele (5mm-50mm) in San Diego area, CA.
  • Counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including estate and tax planning, business succession planning, and cash flow analysis
  • 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
  • Extensive client contact
  • 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 8+ years' experience and either a JD or CPA  
Relocation is available on a case by case basis.