Senior Estate Planner - Wealth Transfer & Tax Strategy
Key Bank
KeyBank is seeking an Estate Planning Advisor to deliver comprehensive estate planning for high-net-worth families. You will craft customized trust structures, optimize taxes, and coordinate with KPB wealth teams to protect assets and preserve legacies. You will build long-term client relationships, stay current on changing laws, and educate partners on advanced planning strategies in a collaborative, in-office with hybrid options environment. #J-18808-Ljbffr
Vacancy posted 4 days ago
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