Senior Wealth Strategist: Estate & Tax Planning
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-08-06
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Dormont Manufacturing Co in Fort Lauderdale, Florida, is seeking a financial planning expert responsible for delivering advanced estate and financial planning advice to high-net-worth clients with assets typically over $10MM. The ideal candidate will leverage complex financial strategies to enhance client outcomes and assist in revenue growth while ensuring compliance with all regulatory guidelines.
Applicants should have strong experience in financial planning, advanced communication skills, and relevant professional credentials. This role offers a dynamic opportunity in a supportive team environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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