| Location: |
CA-San Diego West Coast/Northwest (CA, OR, WA, AK & HI) |
| Salary Range: |
150,000 - 175,000 |
| Total Compensation: |
210,000 - 240,000 |
| Job Description: |
Seeking strong technical planner with ability to work with bankers and investment professionals regarding tax and estate planning, cash flow analysis and comprehensive financial planning - extensive client contact (80%) Excellent client contact skills |
| Education and Certifications/Licenses: |
None, None, None |
| Mandatory Minimum Qualifications: |
Strong High Net Worth Tax and/or Estate Planning Knowledge |
| Preferred Qualifications: |
|
| Benefits: |
standard
|
| Overnight Travel: |
|
| Relocation Assistance: |
Yes |
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