SVA is seeking a seasoned HNW/Trust & Estates professional to advise high net worth clients on tax planning, compliance, and wealth transfer strategies.
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The role involves direct client engagement, coordinating with internal leaders, and driving successful relationship management across multiple touchpoints.
The team values measurable results and supports professional development; flexible for full or part-time and hybrid/remote arrangements in Madison and other offices. xmvmafu
Remote working/work at home options are available for this role.
HNW Trust & Estates Advisor Remote/Hybrid (14) in workfromhome at Unknown Company
This position is listed as part time and able to be worked remotely.