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Advanced Sales Counsel
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- Are you an experienced legal or tax professional seeking a non-traditional role in an engaging and collaborative environment?
- We are looking for a thought leader and experienced professional in one or more of the following Advanced Sales areas: estate planning, tax planning, charitable planning, long-term care planning, and executive compensation strategies.
- FINRA Series 7, 24 and 66 (or ability to obtain within 12 months)
- Experience with advanced sales concepts and planning strategies such as: estate tax planning and minimization, charitable planning, premium financing, executive compensation, business succession planning, income tax planning
- J.D., CPA, CFP®, CLU, and/or ChFC
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