Senior Director of Wealth Planning

VirtualVocations
Kansas City, Missouri, United States
Full-time

A company is looking for a Sr Director of Wealth Planning to support financial representatives and their clients' professional advisors in advanced planning markets.

Key ResponsibilitiesConsult with financial representatives and staff through daily communicationsTrain representatives and outside advisors at various eventsResearch and create content for planning strategies publications and lead related projectsRequired Qualifications, Training, and EducationBachelor's degree and JD from an accredited law schoolLicensed to practice law in at least one stateMinimum of ten years of experience in a law firm or financial services firmKnowledge in business, estate, tax, high net worth, or retirement planningSeries 6 or 7 required, or ability to obtain within 120 days of hire

22 hours ago
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