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Senior Wealth & Estate Planner

D.A. Davidson

D.A. Davidson in Richmond, VA, is seeking a Senior Trust & Estate Planner. This role involves providing trust and estate planning consultations, promoting education to clients and Financial Professionals, and building strong community relationships. Ideal candidates will possess a strong fiduciary background with 10+ years in the industry. We offer a competitive salary and excellent benefits, including medical, dental, and tuition reimbursement, emphasizing our commitment to employee welfare and community impact. #J-18808-Ljbffr D.A. Davidson

Vacancy posted 10 hours ago
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