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in Toronto, OH

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Hours Full-time, Part-time
Location Toronto, Ohio

About this job

Job Description

Job Description
  • Partner with IA's to provide Estate consulting services for HNW clients with $1M+ investable assets, avg $4-5M with large complex client referrals as well.
  • Create comprehensive summary letters
  • Providing reviews and feedback on estate plans and related tax rules and planning opportunities including insurance strategies.
  • Stay up to date on current legislation