Wealth Strategies Advisor

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8e6fyx

Description

:This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8e6fyx