Senior Estate Planning Strategist
carson wealthOmaha, NE
Carson Wealth in Omaha, Nebraska seeks a senior technical authority on estate, wealth transfer, philanthropic, and business succession strategies to guide advisors and clients. You will design advanced estate plans, working with tax professionals and external legal counsel to implement strategies.
The role requires staying current with tax law changes and leading complex engagements across multiple offices.
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Level
Senior L5
Location
Omaha, NE
Occupation
Personal Financial Advisors
Industry
Trusts, Estates, and Agency Accounts
Posted
10 days ago