Senior Director: Concierge Estate & Wealth Planning

A leading financial services company is seeking an experienced professional to join their client-facing team, focusing on designing comprehensive estate and business plans for high-net-worth clients. This role requires a JD, substantial experience in estate planning, and excellent communication skills. Responsibilities include collaboration with financial advisors, analysis of client financial situations, and leading client presentations. Competitive compensation range of $140,000 to $260,000 with a strong emphasis on mentorship and relationship building. #J-18808-Ljbffr