Wealth Preservation Partner
Posted: 04/17/2024
Client name:
Client Name Text
Job Function: Finance
Source:
Source Text
Location: Towson, MD, USA
Posted: 04/17/2024
Description
Our client is seeking an experienced Wealth Preservation Partner in Towson, MD. This role will be part of a well-respected T&E group with opportunities to collaborate with other practice groups. The firm offers a great culture, work/life balance, and competitive compensation package.
The Wealth Preservation Partner will be responsible for providing high-quality service to clients in the area of wealth preservation. This role will involve working closely with clients to develop and implement strategies to protect and grow their assets. The ideal candidate will have a strong background in estate planning, tax law, and wealth management, as well as excellent communication and relationship-building skills.