Vice President, Associate Wealth Strategist - Pittsburgh

Only for registered members Pittsburgh, United States

1 month ago

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Full time

Job summary

We are seeking a future team member for the role of Vice President, Associate Wealth Strategist to join our team. This role will be based in Pittsburgh PA. In this role you'll make an impact in the following ways: Support Senior Wealth Strategists on all aspects of estate & gift tax planning family governance philanthropy and family wealth and business succession strategies.

  • Support clients their attorneys and accountants to implement plans to mitigate tax risk.

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