Senior Wealth Planner

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San Francisco Bay Area, CA
Job Type
Direct Hire
Jun 12, 2019
Job ID
  •  Provide UHNW clients with sophisticated wealth planning strategies including tax, trust, estate and investment planning
  •  Reports to Lead Director of Planning
  •  Fast track to promotion; excellent work-life balance
  •  No sales; 100% focused on client service and deep technical advice
  •  Requires 6+ years’ experience in addition to a CPA, JD or CFP
** Junior Associate position also available; 3-6 years with CPA or CFP; will train
** Will assist with relocation on a case by case basis