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Job description
Verdence Capital Advisors is seeking a Director-level planner to serve ultra-high-net-worth families across multi-entity structures and generations. You will lead estate and tax planning, coordinating with outside advisers to deliver integrated, comprehensive plans that reflect each family’s overall financial picture.
You will own Verdence's family office deliverables, defining scope, building reusable frameworks, and driving improvements.
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Worksite address
cockeysville, MD, 21030, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.