Senior Strategic Planner

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Radnor or Philadelphia, PA
Job Type
Direct Hire
Nov 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. Position can be located in Radnor or Philadelphia, PA.
  • 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 8+ years' experience. Will consider candidates coming from CPA or law firm, or financial services background
  • Compensation comprised of base salary in mid to upper 100's in addition to profit and performance based bonuses.  Mid to upper 200's total compensation.  Excellent benefits package