UHNW Wealth Planner & Estate Strategist
Focus Partners LLC
Focus Partners Wealth seeks a Wealth Strategist to lead sophisticated financial planning for ultra-high-net-worth clients. You will structure and help implement multi-disciplinary plans, collaborating with advisors to deliver comprehensive wealth solutions with discretion and integrity. The role emphasizes estate and tax planning expertise, coordination with specialists, and client-facing responsibilities within a fiduciary framework. #J-18808-Ljbffr
Vacancy posted 4 days ago
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