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UHNW Wealth Planner

Preferred Location:
South-West,West
Open to Relocation:
No
We are currently representing an Ultra High Net Worth Planner in Southern California who is exploring opportunities outside of his current firm. Details below:
  • Primary estate and wealth planning resource for financial advisors in SoCal, uncovering significant assets through full balance sheet planning and tax savings
  • Previously built a book generating nearly $700K in revenue at a law firm through targeted business development
  • Excellent client facing skills to high-net-worth clients and ultra high net worth clientele
  • Exploring opportunities with comp packages in the 300k+ range and the ability to share in revenue

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