Planning Strategist
$125k - $150kLeah Yosef International
Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.
Highlights
Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele)
Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement
Strong culture of independent thought and quality of life
Competitive base salary, profit and performance-based bonuses, excellent benefits
$125,000 - $150,000+ compensation package
Requirements
CFP or other advanced designation, such as CPA, CFA level 2 or JD
4+ years of wealth management experience
#J-18808-Ljbffr Leah Yosef International
Vacancy posted 22 hours ago
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