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Senior Wealth Planner & Estate Strategy Lead

Fairygodboss

Fairygodboss is seeking an Executive Director in Wealth Planning & Advice, to leverage tax and trust & estate expertise in managing client relationships. This role involves developing strategies, serving as a resource for clients, and fostering connections with field leadership. The ideal candidate will have extensive experience in financial planning, tax advisory, and demonstrate strong presentation abilities. This position is located in Denver, Colorado, and offers a competitive salary and benefits. #J-18808-Ljbffr Fairygodboss

Vacancy posted 4 days ago
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