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State Licensed Wealth Planning SVP
A company is looking for a Senior Vice President of Advanced Wealth Planning. Key Responsibilities Complete client data-gathering and input data into financial planning software while collaborating with tax, estate, and trust colleagues Construct comprehensive financial plans focusing on estate, philanthropic, tax mitigation, and risk management strategies Present financial plan recommendations to clients in an approachable manner and educate them on estate planning strategies Required Qualifications Bachelor's degree 5+ years of experience in financial planning or estate planning CFP designation Experience with eMoney Advisor Experience with complex estate planning
A company is looking for a Senior Vice President of Advanced Wealth Planning.
Key Responsibilities
Complete client data-gathering and input data into financial planning software while collaborating with tax, estate, and trust colleagues
Construct comprehensive financial plans focusing on estate, philanthropic, tax mitigation, and risk management strategies
Present financial plan recommendations to clients in an approachable manner and educate them on estate planning strategies
Required Qualifications
Bachelor's degree
5+ years of experience in financial planning or estate planning
CFP designation
Experience with eMoney Advisor
Experience with complex estate planning