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Reposted 6 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
Senior level
Senior level
Financial Services
The Senior Financial Planner will guide wealth advisors in financial and tax planning, enhance planning tools, and develop strategies for client-centric and firm-wide initiatives.
Top Skills: EmoneyHolistiplan
7 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
Senior level
Senior level
Financial Services
The Senior Wealth Strategist will lead estate planning services, educate clients and advisors, and collaborate with legal and financial professionals on complex strategies.
Top Skills: Estate Planning SoftwareTax PlanningTrust And Estate Law
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