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Senior Estate & Tax Planning Advisor

Job in Independence, Jackson County, Missouri, 64053, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2026-09-30
Job specializations:
  • Finance & Banking
    Wealth Management, Tax Law, Tax Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A global wealth management firm in Missouri is seeking a Senior Estate & Tax Associate to support their Estate & Tax Planning Services. The role involves reviewing tax returns, researching estate issues, and preparing marketing materials. Ideal candidates have at least 5 years of experience in estate planning and a strong understanding of relevant concepts. This position offers a comprehensive benefits package and opportunities for professional development.
We have an opening for a Senior Estate & Tax Planning Advisor in MO, United States within Finance. Learn more about the Senior Estate & Tax Planning Advisor role in the description above. We appreciate your interest in this position. Join Stifel Financial Corp. and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.
Position Requirements
10+ Years work experience
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