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Tax-Focused Wealth Strategist for UHNW Families

BBR Partners

BBR Partners seeks a Vice President, Wealth Strategies to act as a wealth strategist with a primary focus on individual income tax planning across client teams. This role is tax‑planning oriented with involvement in insurance, lending, and other wealth management functions. You will support client teams, engage in strategic discussions, manage external advisor relationships, and contribute to internal education and content. #J-18808-Ljbffr BBR Partners

Vacancy posted 3 days ago
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