Senior Estate & Legacy Planning Director

A boutique financial firm in Clearwater, FL is looking for a Director of Estate & Legacy Planning to guide clients through the estate planning process. This role involves coordinating with attorneys and financial advisors to ensure that clients' estate plans are properly implemented. The ideal candidate will have a CFP designation or equivalent credentials and must be able to independently design estate planning strategies. Benefits include unlimited PTO and a supportive team culture. #J-18808-Ljbffr