optimization, estate, gift, business planning, and other high-net-worth tax strategies. An advanced designation such as CPA...-net-worth clients and businesses. Must bring income tax knowledge, financial planning acumen, and strong communication...
with investment objectives of high-net worth clients with sophisticated situations. These clients tend to be business owners, C-suite... such as Concierge Planning and Regional Sales Directors to increase awareness of PCS and the value it brings to advisors and end clients...