Senior Director of Wealth Planning
Company: VirtualVocations
Location: Lexington
Posted on: November 12, 2024
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Job Description:
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 Responsibilities
Consult with financial representatives and staff through daily
communications
Train representatives and outside advisors at various events
Research and create content for planning strategies publications
and lead related projects
Required Qualifications, Training, and Education
Bachelor's degree and JD from an accredited law school
Licensed to practice law in at least one state
Minimum of ten years of experience in a law firm or financial
services firm
Knowledge in business, estate, tax, high net worth, or retirement
planning
Series 6 or 7 required, or ability to obtain within 120 days of
hire
Keywords: VirtualVocations, Hamilton , Senior Director of Wealth Planning, Executive , Lexington, Ohio
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