Estate Planning Associate Detail-Driven, Client-Focused

Waverly Advisors LLC

A wealth management firm is seeking an Estate Planning Associate in Birmingham, AL. The role involves reviewing estate planning documents and coordinating with clients and attorneys to ensure alignment with client intent. Candidates should possess a Bachelor’s degree and 3–5 years of relevant experience. This position offers competitive compensation and comprehensive benefits, including health coverage and a flexible time off policy. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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