Senior Advanced Planning Consultant - Business Resource Center

A leading financial services organization is seeking an Advanced Planning Consultant to provide superior case consultation for high income and high net worth clients. The role requires a JD law degree and expertise in tax, estate, and business succession planning. Responsibilities also include utilizing tools to identify sales opportunities, preparing business valuations, and collaborating with financial representatives to drive sales in advanced markets. A competitive salary range between $116,350 and $191,155 is offered. #J-18808-Ljbffr