Job Title

Elevate your career as Vice President of Wealth Planning, focusing on tax and estate guidance for high-net-worth clients. Engage directly with Investment Advisors to provide strategic financial solutions and mentorship. In this role, you will leverage over 10 years of experience to deliver comprehensive estate and tax planning services. Your expertise will empower Investment Advisors with actionable insights and the knowledge needed to enhance client engagement. Leading seminars and collaborating with client advisors will be key aspects of your responsibilities. Key Responsibilities: Provide financial, tax, and estate planning for high-net-worth clients Lead seminars to educate IAs and clients on wealth planning strategies Collaborate with legal and financial advisors for implementation Assist in business development and risk management Mentor team members and contribute to skill development Requirements: 10+ years of tax and estate planning experience Financial services industry familiarity preferred Strong analytical and problem-solving abilities Excellent verbal and written communication skills L.L.B. Degree or relevant professional designation Drive wealth planning strategies that greatly benefit high-net-worth clients and IAs. #J-18808-Ljbffr