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Senior Wealth Planning & Advisory Analyst
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a senior wealth planning professional to lead and execute comprehensive financial and estate planning for high-net-worth clients in the United States. You will manage complex engagements for assets typically in the multi-million range and coordinate with cross-functional teams.
The role emphasizes advanced tax and estate planning knowledge, client action orientation, and partnership-building with internal and external stakeholders.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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