Senior Estate Planning & Wealth Transfer Advisor
Empirical Financial Services, LLC
Empirical Financial Services, LLC seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals and business owners within its integrated advisory model. This role blends technical estate, gift, and tax knowledge with client-facing guidance in a collaborative wealth-management environment. The Advisor will work with financial advisors, tax professionals, and external attorneys to design and maintain strategies aligned to clients’ goals, #J-18808-Ljbffr Empirical Financial Services, LLC
Vacancy posted 4 days ago
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