Assistant Director - Franklin

Only for registered members Franklin, United States

3 weeks ago

Default job background
$114,450 - $212,550 (USD)

Job summary

This client-facing role involves designing comprehensive estate and business plans for clients with complex planning needs.
You will provide case consultation and strategy, review legal documents, and develop customized plans for high-net-worth clients.
Strong communication skills are required along with existing estate planning acumen,
  • Active collaboration with professionals on the team to create wealth plans for high-net-worth clients.

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