Provide expert guidance on employee stock ownership plans (ESOPs)... to clients. - Counsel employee benefit plan sponsors on... employment agreements and incentive plans on behalf of employers... Offer specialized knowledge on employee benefits issues, particularly ESOPs,... within the context of corporate...
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Wealth Planning Manager The candidate will ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the... Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... read more
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