Wealth Planning Associate - (San Francisco, CA)

Top Tier Wealth Management Firm seeks dynamic Wealth Planning Associate to join the robust planning team in San Francisco in advising high net worth clientele (5mm-60mm).The Wealth Planning Associate will collaborate with teammates to counsel clients with regards to sophisticated wealth planning strategies including estate planning, wealth transfer matters, financial planning strategies, income tax planning, cash flow analysis and business succession planning. This role offers a strong career track within the firm. Wealth Planning Associate - San Francisco, California - 5mm-60mm level clienteleThis position will provide the opportunity to move completely away from tax seasons/compliance and billable hours and towards a stable work/life balance. The firm will offer a strong high net worth tax compliance professional the opportunity to learn all areas of holistic, fee-based wealth planning.This is not a sales or commission based role.