UHNW Wealth Strategist & Estate-Planning Expert
255 Clark Capital Management Group, Inc.
255 Clark Capital Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This role involves significant travel and requires expertise in estate planning, liquidity events, and strategic tax management. Excellent communication and presentation skills are essential. The successful candidate will collaborate with internal teams and clients, ensuring enterprise-wide consistency in deliverables. A minimum of 10 years of relevant experience and a CFP, CPA, or JD designation are required. #J-18808-Ljbffr
Vacancy posted 4 days ago
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