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Senior HNW Estate Planner & Strategy Lead

Edward Jones, West Palm Beach, Florida, United States, 33412

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A leading financial services firm in West Palm Beach seeks an experienced Estate Strategist to join their Generations team. This role requires a deep understanding of complex estate planning strategies and a background in high net worth services. Responsibilities include guiding clients through estate planning processes, leading strategic initiatives, and collaborating with internal teams. Candidates must have a Bachelor's degree along with significant experience in financial services. Competitive compensation and comprehensive benefits offered. #J-18808-Ljbffr