What are the responsibilities and job description for the Senior Wealth Strategist position at NPA WorldWide?
Job description : $15 billion Chicago-based investment and wealth management firm is seeking an Estate Planning Attorney to service the firms UHNW clientele in Wealth Planning.Lead client meetings on wealth transfer topics, oversee planning projects, and contribute to prospecting efforts by creating high-impact materials.Review and analyze client estate planning documents, including wills, trusts, philanthropic entities, and related instruments, to provide detailed summaries and recommendations.Engage in public speaking and thought leadership by creating educational materials and representing the firm at industry events.Learn directly from a recognized top estate planning attorney in the countryNo new business requirements10 years of estate planning experience working with UHNW clientele Qualifications : 10 years of estate planning experience working with UHNW clientele?and a JD is required Why is This a Great Opportunity : Learn directly from a recognized top estate planning attorney in the countryNo new business requirements
