Moneta Group Investment Advisors LLC is seeking a Director of Estate Planning Services to lead the department’s legal staff and serve as the firm’s primary technical resource on estate and trust planning matters. You will advise Partner teams and clients on strategies, review plans, and educate staff on relevant legal developments.
The role requires a J.D. with active bar admission, at least eight years of estate and trust planning experience, and strong Microsoft Office skills.
#J-18808-LjbffrSenior Director, Estate Planning & Client Strategy in clayton at Unknown Company
This position is listed as full time and onsite.