Elevate your career at Richardson Wealth as a Senior Vice President, focusing on comprehensive tax and estate planning for affluent clients. Engage in strategic wealth management initiatives.
As a seasoned professional with over a decade in wealth planning, you will provide expert tax guidance to our clients and Investment Advisors. This role involves leading presentations, direct client engagement, and collaboration on complex financial strategies tailored for ultra-high-net-worth individuals.
Key Responsibilities:
• Offer sophisticated wealth planning services to high-net-worth clients
• Deliver seminars addressing tax and estate planning challenges
• Guide clients and Investment Advisors in planning discussions
• Ensure effective implementation of wealth planning strategies
• Write and update client-facing tax guidance materials
Requirements:
• 10+ years in tax and estate planning expertise
• Financial services industry experience preferred
• Strong ...