Senior Estate and Wealth Planner

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Pasadena, CA
Job Type
Direct Hire
Apr 09, 2019
Job ID
Wealth Management Team at established Financial Services firm seeks a Senior Estate and Wealth Planner to consult with HNW clients (10mm-50mm+) and their advisors.
The Firm offers wealth advisory services for high net worth clientele with a focus on trust and estate planning, business succession and philanthropic planning, and investment management 
  • Advise clients with regards to sophisticated wealth and estate planning strategies 
  • 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. 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

Relocation assistance available