Wealth Planning Specialist
3 weeks ago
Job Title: Wealth Planning Specialist
We are seeking a highly skilled tax and estate planning specialist to join our team at JG Wealth Management. As a key member of our wealth management team, you will provide expert guidance on tax and estate planning to our clients.
About the Role:
- Provide comprehensive tax and estate planning services to individuals and families.
- Develop and implement customized wealth plans to meet client objectives.
- Analyze complex financial data to identify opportunities for tax savings and wealth growth.
- Maintain relationships with existing clients and cultivate new business opportunities.
- Collaborate with internal teams to ensure seamless delivery of services.
Requirements:
- Juris Doctorate or equivalent experience in tax law.
- CPA/LLM in tax or related field.
- Minimum 3 years of experience in estate planning, handling matters from inception to conclusion.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and develop creative solutions.
Benefits:
- Promising career advancement opportunities.
- Competitive salary range: $120,000 - $180,000 per year.
- Comprehensive benefits package.
- Flexible work environment.
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