
Wealth Planning Director — UHNW Estate & Tax Strategy
Pathstone, Newtown Square, PA, United States
A growing wealth management firm is seeking an Associate Director, Wealth Planning to provide expertise in estate and income tax planning. This role collaborates closely with Advisors and clients, focusing on wealth transfer strategies and qualitative goals. Ideal candidates will hold a Juris doctorate and have at least two years of experience in a relevant field. The firm offers competitive compensation and is committed to diversity and equal opportunity.
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