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Mohr Talent

Senior Estate Planning Director - HNW Wealth Advisory

los angeles, CA

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Job description

MOHR Talent is seeking a Director of Estate Planning to serve as a technical authority and trusted partner to financial advisors and high-net-worth clients. This senior, individual-contributor role reports to the Head of Estate, Tax and Financial Planning and is centered in Century City, Los Angeles.

The role blends sophisticated case work with direct client engagement, advisor support and the opportunity to shape the firm’s planning processes and service model.

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Worksite address

los angeles, CA, 90079, US

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