Ridgeland, Mississippi13 days ago
The purpose of this position is to prepare and present financial plans and financial planning services (i.e. Advice) to high net worth and ultra-high net worth clients and prospective clients, while acting in a fiduciary capacity at all times. Expert level knowledge and experience in all areas of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth.