Senior Estate Planning & Wealth Transfer Advisor
KeyBank
KeyBank's estate planning team in Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts, tax optimization, and wealth-transfer strategies. The role requires deep expertise in estate planning, fiduciary matters, and client relationship management, with a focus on preserving legacies and minimizing taxes. #J-18808-Ljbffr KeyBank
Vacancy posted 2 days ago
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