Senior Wealth Planning Strategist for High-Net-Worth Clients

Job description

Advisors Excel is seeking an Advanced Planning Consultant who will serve as a trusted financial planning resource for its network of independent financial advisors. You will evaluate client goals and financial circumstances and develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management.

This consultative role involves working with advisors, clients, and internal professionals to identify opportunities, communicate solutions clearly, and

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Who can apply

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