Senior Estate Planning Attorney
Forvis Mazars US
A leading financial services firm is seeking a Wealth Strategist to manage complex financial needs for high-net-worth individuals and families. The ideal candidate will develop and implement tax and estate plans, lead client meetings, and collaborate with various advisors. Candidates should possess a Bachelor's degree, CPA or equivalent, and have over 9 years of client-facing experience. This role involves regular travel for client engagements and requires strong expertise in wealth management and financial planning. #J-18808-Ljbffr
Vacancy posted 8 hours ago
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