| Location: |
CA-All
West Coast/Northwest (CA, OR, WA, AK & HI) |
| Salary Range: |
65,000 - 140,000 |
| Total Compensation: |
75,000 - 150,000 |
| Job Description: |
Set up, administer, terminate and distribute complex individual, philanthropic, institutional, and non-profit accounts - Work with Portfolio Manager to develop investment strategies - Partner with other professionals to develop and expand business |
| Education and Certifications/Licenses: |
None, None, None |
| Mandatory Minimum Qualifications: |
Knowledge of all types of charitable accounts and related fiduciary, tax and service issues, including but not limited to CRTs, CLTs, CGAs, DAFs and Private Foundations |
| Preferred Qualifications: |
Bachelors degree and graduate work -CFP, CTFA or similar industry designation |
| Benefits: |
standard
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
Yes |
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