Wealth Planning Consultant
Core
Provide income tax, estate planning, and wealth planning consultations to ultra-high net worth clients and their families.
Role type
Specialist wealth planning consultant
Builds
Advanced estate planning, income tax, and financial planning analysis for complex investment journeys
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
income tax analysis, estate planning, financial planning, client consultation, regulatory compliance, process analysis
Preferred skills
project management, financial services experience, CFP, CPA, active Law License, graduate degree (JD, MBA, Master of Tax)
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