Estate Planning Strategist, Vice President - Laguna Niguel
6 days ago

Job summary
This Estate Planning Strategist will work with senior teams to provide clients and prospective clients objective information and analyses focusing on estate, gift and income tax planning.
+Responsibilities
- Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients.
- Reviewing existing documents for critique or new proposed ones.
Job description
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