Senior Estate Planning Strategist
carson wealthOmaha, NE
Senior Estate Planning Strategist
carson wealthOmaha, NE
3 days ago
Industries
Trusts, Estates, and Agency AccountsOffices of LawyersTrust, Fiduciary, and Custody ActivitiesAbout the role
Carson Wealth in Omaha, Nebraska seeks a senior technical authority on estate, wealth transfer, philanthropic, and business succession strategies to guide advisors and clients. You will design advanced estate plans, working with tax professionals and external legal counsel to implement strategies.
The role requires staying current with tax law changes and leading complex engagements across multiple offices.
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JOB OVERVIEW
Experience level
Senior
Location
Omaha, NE
Occupation
Personal Financial Advisors
Industry
Trusts, Estates, and Agency Accounts
Posted
3 days ago
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