Senior Wealth & Estate Planning Strategist

Power To Fly  in Knoxville, Tennessee is seeking an Estate Planning Specialist responsible for providing customized wealth planning strategies. The role includes client engagement on cash flow modeling, tax planning, and business succession strategies. Candidates should possess an advanced degree focused on estate planning, along with relevant financial services credentials like Series 7 and 63 or Series 66. Excellent communication skills and a proactive approach are essential for success in this role.
Are you ready to take on the Senior Wealth & Estate Planning Strategist role at Power To Fly ? We would love to welcome a new Senior Wealth & Estate Planning Strategist to our organisation in Knoxville, TN, United States. For the Senior Wealth & Estate Planning Strategist position at Power To Fly , we are reviewing applications now. Step into the Senior Wealth & Estate Planning Strategist role at Power To Fly  in Knoxville, TN, United States and grow with us.