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Job description
PowerToFly in Knoxville, Tennessee is seeking an Estate Planning Specialist responsible for providing customized wealth planning strategies. The role includes client engagement on cash flow modeling, tax planning, and business succession strategies. Candidates should possess an advanced degree focused on estate planning, along with relevant financial services credentials like Series 7 and 63 or Series 66. Excellent communication skills and a proactive approach are essential for success in this role.
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Worksite address
knoxville, TN, 37955, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.