Elevate your career as a Senior Vice President in wealth management focusing on estate planning for high-net-worth clients. Provide strategic guidance through consultations, presentations, and mentoring.

This role is designed for experienced professionals with a strong foundation in wealth planning and tax matters. You will conduct face-to-face client meetings, lead educational seminars, and collaborate with experts in the financial and legal sectors. Your leadership will refine team capabilities and enhance overall service delivery.

Key Responsibilities: • Offer estate and tax planning strategies to affluent clientele • Lead client seminars and educational presentations • Collaborate with external advisors on wealth strategies • Assist with business growth initiatives and opportunity spotting • Contribute to the training program for Investment Advisors

Requirements: • Over 10 years of experience in tax and estate planning • Financial services background is a...