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Senior Advanced Markets Advisor; Estate & Tax Planning

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Western & Southern
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Senior Advanced Markets Advisor (Estate & Tax Planning)
A financial services company based in Ohio is seeking a professional to provide advanced markets sales and technical support. The ideal candidate will possess a Juris Doctorate or CPA and have experience in advanced annuity and life insurance. Responsibilities include developing relationships, providing marketing support, and consulting on tax and insurance matters. This role is office-based with no travel required.
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Position Requirements
10+ Years work experience
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