Stavis Wealth Transfer Solutions, LLC seeks a Director of Advisory Services to work in Houston, Texas to lead multi-generational estate planning efforts, emphasizing tax-efficient strategies and monitor all aspects of insurance servicing, including underwriting negotiations, premium verification, claims processing, and policy analysis.
Requirements:
- Bachelor of Arts Degree in Economics
- 24 months of experience in an occupation related to investment and market analysis, financial modeling, forecasting, and data analytics
- Professional Certificate in Data Analytics
- 20% domestic travel required
Application Instructions:
Submit resume to Vanessa Blank at vblank@staviswealth.com. Must put job code SD4505 on resume.
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