Estate Planning Specialist
Orgel Wealth Management•Hopkins, MN
435d
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About The Position
The Estate Planning Specialist at Orgel Wealth Management will play a crucial role in assisting clients with estate planning and business succession strategies. This position involves collaborating with clients and their legal teams to develop effective estate plans, educating clients on various estate planning techniques, and serving as an internal resource for the firm's advisors and client service team. The specialist will not provide legal advice but will facilitate the estate planning process and ensure clients receive comprehensive support.
