Wealth Advisor
1919 Investment Counsel, LLC
1919 Investment Counsel, a Stifel Financial subsidiary, seeks a Senior Financial Strategist to develop and implement tailored financial plans for high-net-worth families. You will analyze markets, model scenarios, advise on tax, estate planning, and investment opportunities, and collaborate with a team of financial professionals to meet clients' goals. The role requires extensive experience in financial planning, estate planning, and tax matters, with strong analytical and communication skills #J-18808-Ljbffr
Vacancy posted 7 hours ago
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