Senior Planning Strategists – 10mm-50mm level clientele
|Atlanta, GA||Denver, CO||Greenwich, CT|
|Los Angeles, CA||Miami, FL||Minneapolis, MN|
|New York, NY||Palo Alto, CA||San Francisco, CA|
Multiple National Wealth Management Firms seek Senior Planning Strategists to advise HNW clients on sophisticated wealth planning strategies including estate, financial and tax planning, cash flow analysis and business succession. Extensive client contact.
JD or CPA and 8+ year’s estate, high net worth tax, or financial planning experience required.
Relocation is available on a case by case basis.
Referrals are sincerely appreciated.