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Wealth Advisor

New England Legal Search Ltd.

New England Legal Search is assisting a large national wealth manager in adding an attorney with deep estate planning expertise to their team as a Senior Wealth Strategist. The ideal candidate will bring a minimum of 7 years of experience, preferably more, to advise UHNW families on complex matters including estate planning, financial planning, and tax considerations. Responsibilities include crafting sophisticated estate plans, meeting directly with UHNW families and advisory teams, evaluating #J-18808-Ljbffr

Vacancy posted 3 hours ago
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