Senior Wealth Planner: UHNW Estate & Tax Expert

A leading financial advisory firm is seeking a Senior Wealth Planner in Folsom, California. This full-time role demands expertise in estate planning and advanced tax strategies for affluent clients, emphasizing collaboration and strategic planning. The firm offers a competitive salary range of $120,000 to $150,000, along with a comprehensive benefits package, including flexible working arrangements and generous paid time off policies. Ideal candidates should have a CFP® and extensive financial planning experience, especially with high-net-worth individuals. #J-18808-Ljbffr