Senior Estate & Tax Planning Advisor
Job in
St. Peters, Saint Peters, St. Charles County, Missouri, 63376, USA
Listed on 2026-07-08
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
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.
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Position Requirements
10+ Years
work experience
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