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Wealth Planning Director — UHNW Estate & Tax Strategy

Pathstone, Bellevue, WA, United States


A growing wealth management firm in Bellevue is seeking an Associate Director for Wealth Planning. This crucial role involves collaborating with Advisors to provide wealth transfer strategies for ultra-high-net worth clients. The successful candidate must hold a Juris doctorate and have at least 2 years of relevant experience in a legal, tax, or wealth management setting. The firm offers a competitive salary ranging from $110,000 to $113,000 per year along with additional benefits. Visa sponsorship is not available. #J-18808-Ljbffr