Job at a glance
Detroit, MI, United States
Location
Leahyosef
Employer
Overview Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele. Highlights • Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele) • Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement • Strong culture of...
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