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Senior Wealth & Tax Planning Strategist

Nuveen

Nuveen seeks a Wealth Planning Strategist to deliver sophisticated estate and tax planning guidance for high-net-worth clients, partnering with Wealth Management Advisors to strengthen relationships and drive financial services growth. You will help educate clients, draft materials, and contribute to internal knowledge sharing. Candidates should have 5+ years in estate/tax planning, a JD degree, and experience presenting complex topics. #J-18808-Ljbffr Nuveen

Vacancy posted 5 days ago
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