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Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..
... and to provide well-coordinated estate, tax and financial planning alternatives to ... client’s needs. Facilitate the estate, tax, and philanthropic planning process for ... a potential trust and estate..
Private Bank National Practice Leader The candidate serves as a national leader to drive growth through the development of strategy, go-to-market program and resources. Serves as sales liaison for the Private ..
... Covington, KY, is seeking a Tax and Transactional Associate Attorney to ... clients in a variety of tax and transactional matters. The role ... analyzing estate plans and drafting..