Remote Estate & Wealth Planning Attorney
Remote / Online - Candidates ideally in
Toledo, Lucas County, Ohio, 43405, USA
Listed on 2026-07-10
Toledo, Lucas County, Ohio, 43405, USA
Listing for:
Micro1
Remote/Work from Home
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Wealth Bridge Financial Group seeks an Estate & Wealth Planning Advisor to engage clients, understand financial objectives, and provide comprehensive estate and wealth planning guidance. You will consult with clients, develop tailored strategies, and coordinate with internal and external professionals to implement plans.
The role emphasizes maintaining strong client relationships, delivering ongoing service, and monitoring outcomes to ensure goals are met.
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