Senior Director, Estate Planning & Client Strategy
moneta group investment advisorsClayton (MO)
Senior Director, Estate Planning & Client Strategy
Posted 2 days ago
moneta group investment advisorsClayton (MO)
SENIORITY
Manager
About the role
Moneta Group Investment Advisors LLC is seeking a Director of Estate Planning Services to lead the department’s legal staff and serve as the firm’s primary technical resource on estate and trust planning matters. You will advise Partner teams and clients on strategies, review plans, and educate staff on relevant legal developments.
The role requires a J.D. with active bar admission, at least eight years of estate and trust planning experience, and strong Microsoft Office skills.
Before you apply
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A number in mind
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Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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