|Title:||SVP Wealth Planning Advisor|
|Job Location:||, Texas - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Nationwide|
Position is located in Texas. Relocation assistance available.
Privately held Wealth Management Firm seeks SVP Wealth Planning Advisor to counsel UHNW clients regarding sophisticated trust, estate and wealth planning strategies, in addition to adding guidance on business and investment transactions. No new business requirements.
Work closely with the CEO and COO, as subject matter expert, in all areas of Trust and Estate planning, as well as business transactions for UHNW clients
University - JD