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Sr Estate Planner

  • Full Time
  • Anywhere
  • 110000-190000 USD / Year

Baird

Baird — Louisville, Jefferson County

About The Role: Create relationships with Baird Financial Advisors and discuss their most important and complex client estate planning situations. Participate directly in client conference calls and meetings. On your own initiative and at the request of FAs, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate plannin…

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