
Wealth Planning Director — UHNW Estate & Tax Strategy
Pathstone, Winter Park, FL, United States
A wealth management firm located in Winter Park, FL, is seeking an Associate Director, Wealth Planning to provide technical expertise in clients' estate and tax planning. This role involves collaboration with Advisors and requires a Juris doctorate, plus 2+ years in a related field. Duties include developing wealth transfer strategies and maintaining strong relationships with clients. The expected compensation ranges from $110,000 to $113,000 per year with potential bonuses. Visa sponsorship is not available.
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