Senior Wealth Planning Specialist

7 days ago


Jackson, Mississippi, United States First Western Full time
Job Overview

We are seeking a highly skilled and experienced Senior Wealth Planning Specialist to join our team at First Western. In this critical role, you will play a vital part in helping high-net-worth clients achieve their financial objectives by providing expert wealth planning services.

About the Role

This is an exceptional opportunity for a motivated and talented professional to take on new challenges and make a meaningful impact. As a Senior Wealth Planning Specialist, you will work closely with our Jackson Hole team to deliver comprehensive solutions that exceed client expectations. Your expertise will be invaluable in developing and implementing customized wealth plans that meet the complex needs of our clients.

Key Responsibilities:


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