Chief Estate Planning & Wealth Strategy
Job in
Essex Junction, Chittenden County, Vermont, 05452, USA
Listed on 2026-06-07
Listing for:
Valur
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A fintech startup is seeking a Head of Estate Planning to guide high-net-worth clients through complex tax strategies and innovate product workflows. This role blends advisory leadership with educational content creation, requiring a J.D. and 4+ years of estate planning experience. Candidates should have strong technical knowledge of tax law and be persuasive communicators. This position offers significant growth within a collaborative, remote-first environment with competitive compensation and stock options.
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