UHNW Wealth Strategist - Estate & Tax Planning Leader
Wilmington Trust
Wilmington Trust in McLean, VA seeks an experienced Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth-transfer planning needs. This role is ideal for a Trust & Estate Attorney or seasoned wealth planning professional who enjoys solving sophisticated planning challenges and working alongside a collaborative team of wealth management specialists. You will partner with Wealth Advisors, Trust Officers, Investment Advisors, CPAs and attorneys to #J-18808-Ljbffr Wilmington Trust
$153.7k - $270.1k
...Senior Wealth Strategist Location: This position may be based anywhere within the M&T Bank footprint, with responsibility... ...to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role is ideal for a Trust & Estate...TaxWork experience placementWork at office$133k - $296.4k
...opportunity to contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be... ...position.Job DescriptionDevelops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity...TaxFull timeTemporary workPart timeWork experience placementWork at office$133k - $296.4k
## Wealth Strategist SeniorApplylocations: DC - Washington (20006): Tyson's Corner (VA130): MD - Bethesdatime type: Full timeposted... ...Description*** Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity...TaxFull timeTemporary workPart timeWork experience placementWork at office$80k - $262.2k
...to contribute to the company’s success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based... ...Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity...TaxFull timeTemporary workWork experience placementWork at office$150k
...The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person...TaxLocal area- ...Your mission as a Principal Estate Planning Attorney is to architect... ...protect our clients' wealth from legislative risk and tax friction. Working alongside... ...wealth managers and tax strategists, you will design complex,... ...philanthropic legacy structures for UHNW families. Review...TaxShift work
- ...fiduciary team. Your mission as a Principal Wealth Advisor is to act as the overarching... ...portfolio management with in-house tax and estate planning to protect your clients' life work and... ...Success Successfully integrate and grow a UHNW book of business Successfully...Tax
$138k - $172.5k
...Private Wealth Services Tax ManagerAs the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business...Tax$90k - $150k
...YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client... ...solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance. With a modern, family-oriented,...TaxFull timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- ...join the Private Client Practice Group. The role emphasizes estate planning and wealth-transfer work under senior attorneys. The candidate will... ...planning documents, support estate administration, and engage in tax planning. DC Bar admission is required; strong writing and...TaxPrivate practice
$160k - $190k
...in Bethesda, Maryland, is seeking an experienced associate attorney to join their Estates and Trusts practice. The role requires at least five years of estate, wealth, and gift tax planning experience, along with trust and estate administration skills. The ideal...Tax- ...Managing Director, Wealth Strategy About the Company Offers... ...services and sophisticated estate and wealth planning for high-net-worth families... ...Director & Senior Wealth Strategist to join their Family Office... ...experience in estate and tax planning, or fiduciary and...TaxWork at office
- ...will manage reporter relationships, lead crisis and issues management, and ensure compliant, compelling storytelling for AI-powered wealth management. Reporting to the CEO, this role can sit at Range's McLean, VA headquarters or NYC location. In-office schedule Mon-Fri...Work at officeRelocation
$160k - $205k
The Digital Customer Success Strategist, Senior builds automated, One-to-Many customer journeys, including email cadences, in-app messaging... ...a SaaS or product-led environment; experience in legal tech, tax tech, or another compliance-sensitive vertical is a plus.Proven...TaxFull time$115k - $140k
The Customer Education Strategist, Senior leads the design and execution of scalable education... ...content that resonates with legal, tax, and government affairs professionals, ensuring... ...building content calendars, campaign planning systems, and learning program roadmapsCompensation...TaxFull time- ...Applicants must hold a Bachelor's degree and demonstrate strong communication skills. Benefits include employer contributions to health plans and a retirement plan with matching. Occasional travel is expected, and candidates must be authorized to work in the United States....
- ...Georgetown University is seeking a Director of Planned Giving to lead and coordinate comprehensive planned giving programs across... ...and its medical center. This role provides counsel on estate planning, tax considerations, and charitable gift structures, and collaborates...Tax
$150k
The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person...TaxLocal areaImmediate start- ...specializes in delivering customized wealth management and investment advisory solutions... ...will play a key role in financial planning, investment analysis, client meeting... ...management, including investment management, estate planning, tax strategy, risk management, charitable...TaxFor contractorsWork at office
- ...focused on financial education, early savings/wealth building and retirement. This includes... ..., influencers, non-profit and community leaders, and business stakeholders. Internal... .... Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account...TaxTemporary workWork at officeLocal areaHome officeFlexible hours3 days per week
- ...imagine for themselves. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across... ...similar roleMember-facing experience with HNW and UHNW individuals of all agesPassion for the markets...TaxWork at officeRelocationMonday to Friday
- Agile Defense is seeking a high-energy Director of Business Development to lead identification, qualification, and early capture of Army opportunities. You will drive strategic growth, build trusted relationships with Army PAEs, CPEs, and programs, and guide opportunities...
- MITRE is seeking a senior internal communications leader to set enterprise employee communications strategy and advise senior leaders. This player/coach will build high-impact internal campaigns and strengthen manager communications across channels. The role requires strategic...
$175k
...Wealth Advisor Fee-based RIA McLean, VA Overview Dynamic and fast growing Independent RIA seeks a Wealth Advisor... ...wealth management services inclusive of financial planning, tax planning, estate planning and risk management to a select group of high net...TaxFull time- ...represents a premier, nationally recognized law firm seeking a sophisticated Trust & Estate Attorney to join their Tax section in Washington, D.C. The role focuses on estate planning for high-net-worth individuals and collaborating with leading tax minds. Requirements...Tax
- ...PwC in Washington, DC is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize positions while ensuring compliance. You will lead teams, apply systems thinking, and deliver clear client communications, building...Tax
- ...eliminating the silos of traditional wealth management. Your mission as a Principal Tax Advisor is to serve as the... ...for our ultra-high-net-worth (UHNW) clients and enterprise... ...principal wealth managers and estate attorneys to ensure plan alignment. Actively participate...TaxShift work
- ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ..., deliver holistic financial planning, and provide tailored... ...e.g., concentrated positions, tax-aware strategies, multi-goal planning... ...seeking input from peers and leaders, integrating feedback into measurable...TaxFull timeWork at office
$150k - $190k
...Senior Wealth Advisor (CFP®) | Independent RIA McLean, VA | On-site... ..., deliver comprehensive planning, and grow within an independent... ...recommendations, and work closely with tax, financial-planning, and... ...Advise on retirement, tax, estate, education, insurance, investment...TaxFull time2 days per week$185k - $225k
...Trusts & Estates Associate —Mid-Level to Senior Salary: $185,000 - $225,00... ...families, and business owners on estate planning, trust administration, and wealth transfer strategies. This company... ...collaborates with corporate and tax attorneys, making this an excellent...TaxWork at officeLocal area
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