Estate Planning Specialist - Altoona

Only for registered members Altoona, United States

1 week ago

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Job summary

Orgel Wealth Management seeks an Estate Planning Specialist to serve clients with strategy development and document review for comprehensive estate planning solutions.

Responsibilities

  • Educate clients on basic and advanced estate planning techniques.
  • Collaborate with clients' attorneys to design efficient and effective estate plans.
  • Work with trustees regarding managed trust assets.

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