Job Description
Job Description
- This growing firm has existing clients and incoming referrals that a new Planner will be responsible for servicing.
- Providing client specific customized plans and recommendations for personal high net worth clients and their businesses.
- Presenting thoughtful plans to clients in a way that will highlight the benefits and solutions recommended.
- Identifying and assisting with intergenerational wealth management opportunities.
- Coordinating with legal, tax and other professionals for smooth planning and integration