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Senior Wealth Transfer & Estate Strategy Director
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-06-26
Listing for:
Moneta
Full Time
position Listed on 2026-06-26
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Moneta is seeking a Managing Director of Wealth Transfer Strategy in Missouri. This senior-level role delivers advanced estate and wealth transfer strategies for ultra-high-net-worth clients. The ideal candidate will engage with clients, interpret complex estate documents, and lead a high-performing team of strategy experts.
The position demands exceptional communication skills and a minimum of 10 years of estate planning experience. Competitive benefits including PTO and 401k match are offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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