Job Details

A company is looking for a Senior Wealth Strategist to provide strategic leadership and oversight for estate planning services.Key Responsibilities:Lead the development and implementation of comprehensive estate planning strategiesEducate financial advisors on estate planning services and opportunities for client growthAdvise clients on trust structures, wealth transfer, and charitable giving strategiesRequired Qualifications:Juris Doctorate from an accredited law school; LLM in taxation preferred7-10 years of experience in Trust & Estate law, focusing on transfer tax planningDeep understanding of investment, tax, generational trust, and estate planningDemonstrated leadership and team management experienceStrong analytical and organizational skills