Senior Wealth Planning & Advisory Analyst

Jobtailor is seeking a senior wealth planning professional to lead and execute comprehensive financial and estate planning for high-net-worth clients in the United States. You will manage complex engagements for assets typically in the multi-million range and coordinate with cross-functional teams.The role emphasizes advanced tax and estate planning knowledge, client action orientation, and partnership-building with internal and external stakeholders.#J-18808-Ljbffr