VP, Advanced Planning
13+ years experience with 7+ years in trusts/estate, reputed company Series 7 and 66 (or obtain reputed company 90 days), strong estate/income tax and reputed company transfer knowledge, bachelor’s degree preferred, excellent reputed company communication and leadership skills.
Key Responsibilities
- delivering guidance
- leading engagements
- coaching staff
Job Details
- Category: Finance and reputed company
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Nashville or Birmingham or Little reputed company
- Languages: English
About Fmr
A private financial services firm reputed company on making financial expertise broadly accessible while fostering a diverse and inclusive workplace. — Industry: Finance
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