Experience
5-8 yrs required
Location
Chicago, IL, United States
Posted on
Dec 07, 2022
Profile
Wealth Planning Associate
The candidate will build strong relationships through direct interaction with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. J.D. from an ABA accredited law school is required. Excellent academic credentials is required. Should have 5-8 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning. Wisconsin license is preferred or willing to become licensed in Wisconsin.
Company info
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