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Trusts And Estates Attorney Jobs in Dayton

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Job info
Company
In-House, RSM US LLP.
Experience
3-7 yrs required
Location
Dayton, OH
Posted Date
Oct 16, 18
Info Source
Employer
Total Views
50
Wealth Management Associate Advisor The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ... read more