UHNW Wealth Transfer Strategist
Dormont Manufacturing Co
Dormont Manufacturing Co is looking for a Private Wealth Strategist to join their Strategic Wealth Advisory Group in Georgia. This role will focus on developing wealth transfer strategies for ultra-high net worth families, working closely with Merrill advisors to align financial strategies with client goals. The ideal candidate will have at least 7 years of experience in private law practice, a strong understanding of transfer taxation, and a law degree. This position offers a dynamic work environment with a focus on client relationships. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 4 days ago
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