AVP, Estate Planning Attorney Do you enjoy providing consultative support to advisors serving high-net-worth... of their clients. Job Overview In support of affiliated advisors and their high-net-worth clients, the AVP, Estate Planning...
of affiliated advisors and their high-net-worth clients, the AVP, Estate Planning Attorney will be a dedicated resource and member... interacting with end-clients and their tax/legal professionals. Responsibilities Estate Planning Reviews – Review trusts...