carson wealthOmaha, NE
Senior Estate Planning Strategist
Senior Estate Planning Strategist
Senior Estate Planning Strategist
carson wealthOmaha, NE
Apply for this role →3 days ago
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.
Also on the board Same function, level within a rung
Level
Senior
Location
Omaha, NE
Occupation
Personal Financial Advisors
Industry
Trusts, Estates, and Agency Accounts
Posted
3 days ago