Senior Wealth Strategist, Estate & Planning Expert
Landing Point
Landing Point, a leading financial services firm in Boston, is seeking a Wealth Strategist to join their Sales & Marketing team. The role emphasizes developing wealth planning strategies for high-net-worth clients. Ideal candidates will possess over 5 years of experience in financial planning and advanced certifications. The Wealth Strategist will partner with attorneys and accountants to meet clients' complex needs, collaborate with the Private Client team, and create impactful marketing content. #J-18808-Ljbffr Landing Point
Vacancy posted 1 day ago
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