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Senior Estate & Wealth Planning Strategist

Freestone Capital Management

Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients, advisors and their counsel to design and implement strategic wealth plans while staying current with evolving tax laws and regulations. Strong independence, confidentiality and client service are essential. #J-18808-Ljbffr Freestone Capital Management

Vacancy posted 10 hours ago
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