Job Details

Financial Planner - Private Wealth Management

Company name

Organization Type


Job Type


Years of Experience

Min 10 yrs required


San Diego, CA

Date Last Verified

Oct 19,2017

Posted on

Aug 18,2017
Practice Area
Trusts and Estates >> Trusts and Estates
Finance >> Finance - Banking
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Financial Planner - Private Wealth Management The candidate will provides Private Client Reserve clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Will provide the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planning. Uses sophisticated planning software and other resources. Develop and collaborate with each client a specific plan tailored with suggested solutions designed to meet the client's goals and objectives. Develop and presents seminars on planning topics for clients, potential clients, and professionals. Facilitates planning with the client's other professional advisors. Identifies new clients and referral sources. CPA designation or JD degree is needed. Should have 10+ years of recent consulting, accounting, or legal experience with a major law or accounting firm structuring complex estate and financial planning transactions for clients with a net worth exceeding $10 million and directly advising clients on the same. Basic knowledge of forming and operating entities typically used for estate planning purposes, including, but not limited to Limited Liability Partnerships, Limited Liability Corporations, C & S Corporations is needed.

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Ref: 170015140

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