Sr. Technical BA | Capital Markets | Front office | Hybrid in Atlanta Living Talent
San Francisco, CA8 days ago
- $165,000–$180,000 Per Year
Highlights
Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model. You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients' goals and family dynamics.#J-18808-Ljbffr.
Numbers & Facts
| Location | San Francisco, CA |
Description
Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model.You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients' goals and family dynamics.#J-18808-Ljbffr
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