Senior Wealth & Estate Planning Strategist
Amtec Staffing
Amtec Staffing is looking for a Wealth & Estate Planning Strategist to join our team in Irvine, CA. The ideal candidate will support the Advisory team, particularly the CEO, in providing customized wealth management strategies to our clients. This role requires over 10 years of experience in life insurance, strong communication skills, and the ability to manage multiple tasks. You will be involved in client proposals, plan implementation, and complex strategy execution. #J-18808-Ljbffr Amtec Staffing
Vacancy posted 4 days ago
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