Senior Wealth Trust & Estate Planning Advisor
Neuberger
Neuberger's Advice, Planning & Fiduciary Services Team in New York seeks an experienced professional to advise UHNW clients on tax, trust, and estate planning, and charitable planning. You will collaborate with advisors, portfolio managers, outside counsel, and specialist firms to deliver tailored fiduciary guidance. The role requires a JD and 10+ years in tax, trust and estate work; you will lead complex relationships while operating in an advisory/fiduciary capacity alongside licensed #J-18808-Ljbffr Neuberger
- Neuberger Berman's Advice, Planning & Fiduciary Services Team in... ...experienced attorney to lead tax, trust and estate planning for UHNW clients.... ...will work within Neuberger Wealth, engage in thought... ...help expand the firm's trusted advisor capabilities across our nationwide...Senior
- ...Financial Advisor This Fortune 500 financial institution is built... ...in investment advisory or wealth management ~ Proven, transferable... ...Serve as a trusted advisor to high-net-worth individuals... ...Deliver holistic financial planning Support training initiatives...SeniorWork at office
- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York.... ...involve collaborating with clients on estate planning, providing trust administration guidance... ...with at least 10 years of experience in wealth planning and trust administration. Strong...Senior
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP... ..., advanced tax planning, and multi‑generational... ...understands advanced estate and legacy planning but... ...directly with clients and advisors to design and implement... ...estate planning, tax law, trusts, and family governance...SeniorFull timeWork at officeRemote workFlexible hours$350k
...Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due... ...Jersey. Our client is seeking a Senior Advisor/ Banker who leads with... ...asset management, and trust and estate planning. Work collaboratively and... ...7+ years' experience in the wealth management industry as...Senior- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
- Search Masters, Inc. seeks a Senior Wealth Advisor to join a growing Wealth Management practice. The role focuses on advising high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities within a respected national public accounting and advisory...Senior
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored... ...to engage clients effectively. This role entails building trust through regular communication and ensuring compliance with...Senior
- ...Associate in the U.S. Private Bank to assist a Senior Banker in managing client books,... ...new clients, and delivering comprehensive wealth management solutions. The role emphasizes... ...and supporting investments, banking, and trust services to enhance client experience and...Senior
- ...Banker Associate for the U.S. Private Bank. You will assist a Senior Banker in building and managing client books, leveraging investments, banking, trust services and financial planning to deliver comprehensive wealth solutions. The role emphasizes collaboration across...Senior
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorWork at office$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...integrating financial planning, investment management,... ...management, tax, estate, insurance, and more, all... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...management.Job Summary:The Senior Wealth Advisor focuses...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
- Emmet, Marvin & Martin LLP in New York seeks a mid to senior level Corporate Trust/Securities associate or counsel for its expanding Corporate Trust practice. The role focuses on indentures, trust agreements and related documents, with cross-border and project finance...Senior
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and...Senior
- ...firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients... ...clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP...Senior
- Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...Senior
- ...financial technology company is seeking a Senior Financial Planner to join their... ...involves providing comprehensive financial planning for members and collaborating with product... ...plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr RangeSenior
- ...partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market.... ...deliver comprehensive financial planning and investment solutions. The role... ..., cross-team collaboration with estate, tax and lending specialists, and...Senior
- Fiduciary Trust International in New York, part of Franklin Templeton, seeks a Senior Trust Settlement Officer to manage the full settlement lifecycle for irrevocable trusts... ...strong fiduciary knowledge, and an accounting/estate tax acumen. The role offers a hybrid work...Senior
- ...experienced, independent Financial Advisors who want to own and grow... ...high-impact financial planning and investment advice across:... ...and distribution strategies Estate and legacy considerations... ...party specialists across tax, trust & estate, and insurance to ensure...SeniorRemote work
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...Senior
- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing... ...endowments, foundations, businesses, and qualified plans. You will work with our advisory team and report to the President of Wealth Management in Pittsburgh, PA. This...Senior
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
- Citi's Wealth Relationship Management team seeks an Sr. Analyst to deepen client relationships and deliver holistic financial planning solutions in New York. The role requires senior-level expertise, strong communication, and deep regulatory knowledge. Responsibilities...Senior
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office$90k - $150k
...solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills....SeniorFull time$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in New York to enhance client relationships and provide financial planning solutions. Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA certifications. The position...Senior
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