About this role:The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & Investment Management, responsible for deepening and expanding relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, as well as attracting new client relationships with $10MM+ in investable assets. This role serves as a strategic advisor, delivering comprehensive, customized wealth planning, wealth transfer, tax-efficient strategies, and multi-generational planning solutions ...
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