Why a Great OpportunityWork for a Top Tier Wealth Management Firm.Job DescriptionManage the design and implementation of Wealth Planning Services for Top Tier Wealth Management Firm in Los Angeles.
Coordinate with financial planning team to provide HNW clients (15-50mm+) with the highest level of service.Advise clients with regards to sophisticated wealth planning strategies including estate, income tax, business succession and philanthropic planning; asset protection; retirement funding; and cash flow analysisWork closely with the investment, trust and private banking teams to surround the client with subject matter experts in all areas of holistic wealth managementDevelop and deepen client relationships to increase AUM for the firm; perform new business presentations and introduce financial planning servicesQualificationsRequires JD and 10+ years’ experience in providing complex financial planning.