Senior Director of Wealth Planning

Company: VirtualVocations
Location: Pasadena
Posted on: October 30, 2024

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, Beaumont , Senior Director of Wealth Planning, Executive , Pasadena, Texas

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