Be open to providing additional support to Client Advisor teams and their clients across a broad range of planning areas, including retirement analysis, Social Security and Medicare planning, education funding, tax projections, charitable planning, insurance needs, executive compensation, estate planning, and cash flow analysis. This critical, hands-on role is embedded in our Wealth Planning team, where you will help provide clients and Freestone Client Advisors with expert knowledge and consultation on various estate, gift, tax, charitable, and legacy planning matters.