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Wealth Planning Director for UHNW Clients

Pathstone, Potomac, MD, United States


A wealth management firm located in Potomac, Maryland, is seeking a professional with a Juris doctorate and 2+ years of experience for client advisory roles. Responsibilities include developing wealth transfer strategies and collaborating with internal teams. Strong attention to detail, independence, and flexibility are crucial for success. The position offers a competitive compensation between $110,000 and $113,000 per year along with additional benefits. #J-18808-Ljbffr