Associate / Wealth Advisor / Senior Wealth Advisor (Tax & Lending Focus) - Overland Park, KS

Only for registered members Overland Park, KS , United States

1 month ago

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Job summary

Wealth Advisor to serve as our internal subject matter expert in tax planning, strategic lending (SBLOC), and charitable giving. Partnering closely with senior advisors to design and implement sophisticated strategies for clients whose financial lives are becoming increasingly complex.

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