Senior Wealth Planner job Philadelphia Pennsylvania
Senior Wealth Planner job Philadelphia Pennsylvania
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Senior Wealth Planner Job

Employer Name: SpiderID: 8255015
Location: Philadelphia, Pennsylvania Date Posted: 12/12/2018
Wage: $70000 - $80000 per year Category: Accounting/Bookkeeping
Job Code: SENIO83887

Job Description:

PeopleShare has an excellent opportunity for a Senior Wealth Planner in Center City, Philadelphia!

  • Schedule: Monday - Friday, 8am-5pm

  • Pay Rate: $70K-80K+ (Based upon experience)

  • Direct Hire

Job Responsibilities & Description:

  • Primary contact for client service while providing immediate solutions or coordinating with other departments to ensure clients needs are met

  • Work directly with clients outside advisors such as attorneys, CPAs, and insurance brokers in order to implement wealth planning strategies

  • Oversee and participate in aspects of custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement, and to proactively planning issues on behalf of clients

  • Conduct research on client specific solutions and prepare a memorandum for the client outlining the issue and potential solutions

Job Requirements:

  • CPA License Required or Juris Doctor Degree

  • Minimum of 2 years experience in: Wealth planning, estate planning, income tax planning, asset protection techniques, retirement planning, cash flow analysis, insurance planning, income tax efficiency

  • Ability to manage multiple clients with competing priorities in a fast paced and team focused environment

PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs in Pennsylvania (PA) - King of Prussia, Center City Philadelphia, West Chester, Norristown, Conshohocken, Horsham, Lansdale, Montgomeryville, Hatboro, Wayne, Malvern, Media, Plymouth Meeting, Exton, Collegeville, Oaks, Phoenixville, Royersford, Pottstown, Media, Chester, and the Main Line. We have openings for receptionist, data entry, customer service, collections, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, forklift, machine operators, maintenance mechanics and office managers.

PeopleShare provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, PeopleShare complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. IND3

Job Criteria:
Start Date: ASAP
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: PeopleShare Company Type:
Company: PeopleShare

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