Elite UHNW Wealth Planner – Tax & Estate Strategy

A leading financial advisory firm in Greenwich seeks a Senior Wealth Planner to provide bespoke wealth management services to ultra-high-net-worth clients. Key responsibilities include creating comprehensive financial strategies, managing client relationships, and collaborating with a multidisciplinary team of experts. Ideal candidates should have a significant experience in financial planning and demonstrate strong communication and project management skills. This role represents a unique opportunity to work with prominent families and contribute to their financial success.
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