Allworth Financial
Senior Wealth Planner: Advanced Estate & Tax Strategy
Allworth Financial, Indianapolis, Indiana, us, 46262
A prominent financial advisory firm seeks a Senior Wealth Planner in Indianapolis. The role involves delivering advanced planning solutions for high-net-worth clients, requiring deep expertise in estate planning and tax strategies. The ideal candidate holds a Bachelor’s degree and CFP® with a minimum of 5 years experience. Join a collaborative team focused on comprehensive wealth management with growth opportunities, alongside a competitive benefits package including flexible working arrangements.
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