Elite Wealth Strategist - Tax & Estate Planning
Rockefeller Capital Management
Rockefeller Capital Management's Private Office seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate and financial plans for its most sophisticated clients. You will collaborate with Private Advisors, CPAs and attorneys to deepen relationships and translate complex planning into actionable recommendations. This is a client-facing, senior role leveraging Rockefeller's resources to preserve and grow wealth across generations. #J-18808-Ljbffr Rockefeller Capital Management
- BMO Financial Group is seeking a seasoned Wealth Planner to provide customized, comprehensive wealth planning for HNW and UHNW clients. You will work with private... ...deliver integrated solutions spanning financial, tax, estate, and philanthropic planning. Experts in wealth...Tax
$25 per hour
...billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment... ...-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxHourly payFull timeInternshipWork at office- ...clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary... ..., deliver holistic financial planning, and provide tailored investment guidance... ...scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing...TaxFull timeWork at office
$75k - $90k
...About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the... ...in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxFull timeTemporary workWork at office- Trajan Wealth LLC seeks an Associate Family Office Fiduciary Advisor to support ongoing... ...Management, Client Services, and Planning Specialists to deliver integrated wealth... ...coordination of investment, retirement, estate, and tax planning conversations, and collaboration...TaxWork at office
$60k - $75k
...About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the... ...in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer to the...TaxFull timeTemporary workWork at office- Senior Estate and Tax SpecialistThe Senior Estate and Trust Specialist deepens client relationships... ..., delivers exceptional estate and tax planning services to Vanguard's highest-net-... ...most complex clients, and influences wealth planning strategy. This role serves as...TaxFull time
$120k - $150k
...Build your career with an established trusts and estates practice focused on sophisticated estate planning, estate tax, probate, and trust administration matters.... ...other professionals to develop effective estate and wealth planning strategies. Take increasing ownership...TaxFull timeWork at office- MidFirst Bank seeks an experienced Wealth Planner to join its Private Wealth team, delivering comprehensive financial planning to affluent clients and partnering with Wealth... ...sophisticated planning strategies across retirement, tax, estate, and risk management areas. #J-18808-...Tax
- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors... ...success by providing financial planning solutions using our time-tested research... ...goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate...TaxFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
$80k - $85k
...Role Summary On behalf of our client - a coordinated wealth and tax planning firm based in Scottsdale, AZ, serving high-net-worth and ultra-high-net-worth families, entrepreneurs, real estate investors, and high-income professionals - we are seeking a Wealth Advisor to...TaxFull time$120k
...Job Description Senior Wealth Advisor \n $120,000 base + $14,000-$18,000 discretionary... ...exceptional, holistic financial planning and service. \n \n What the role... ...financial plans covering investments, estate planning, tax strategy, and more \n Work with...TaxWork from home$120k - $150k
...Build your career with an established trusts and estates practice focused on sophisticated estate planning, estate tax, probate, and trust administration matters. \n... ...other professionals to develop effective estate and wealth planning strategies. \n Take increasing...TaxFull timeWork at office$225k - $290k
...About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of... ...in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical...TaxTemporary workWork at office$119k - $140k
...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... ...relationships with clients and help them find a wealth management solution for their needs, driving...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$80k - $90k
...About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest... ...-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxTemporary workWork at office- ...our team. Unlike many roles at tax‑only firms, this position goes... ...clients across investments, wealth management, accounting, and outsourced... ...returns Assist with tax planning and preparation Attend... ...Participate in cash flow planning, estate planning, cash management, and...TaxFull timeTemporary workWork at officeFlexible hours
- About Trajan Estate Trajan Estate is a growing, forward thinking estate planning law firm operating as part of an integrated Family Office alongside Trajan Wealth (an SEC-registered RIA) and Trajan Tax. Together, the three entities deliver a seamless wealth planning experience...TaxTemporary workWork at officeLocal area
$75k - $90k
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest... ...-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxTemporary workWork at office$90k - $105k
...Job Description Job Description About Trajan Wealth With over $3 billion in assets under management and advisement... ...-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer...TaxTemporary workWork at office- ...experienced, highly motivated Wealth Planner to join our Private Wealth... ..., comprehensive financial planning to our affluent clients. This... ...with limited oversight Support estate planning by preparing net-... ...modular analyses (retirement, tax, estate, insurance, education,...Tax
$60k
...Who we are: Alerus is a commercial wealth bank and national retirement... ...advanced knowledge of financial planning concepts, including loans, investments... .... Develop understanding of estate planning, charitable giving, trusts, and tax management. Pursue continuing education...TaxWork experience placementWork at officeFlexible hours$25 per hour
...billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment... ...-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxHourly payFull timeInternshipWork at officeFlexible hours$80k - $130k
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest... ...-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxBase plus commissionTemporary workWork at officeRelocation package$185k
...Job Description Job Description About Trajan Wealth With over $3 billion in assets under management and advisement... ...-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxTemporary workWork at officeLocal area$17 per hour
...impact. We lead the industry in aligning wealth, passion, and purpose to help our clients... ...At Brighton Jones, we believe financial planning is about more than investments. Through our... ..., impact, marketing, operations, tax planning, MESI, and more. Professional Development...TaxHourly payFull timeTemporary workSummer workInternshipSummer internshipWork at officeLocal areaMonday to Friday- Orionplacement in North Scottsdale, Arizona, seeks an attorney with 3+ years of experience to join our trusts and estates practice focused on estate planning, estate tax, probate, and trust administration. You will advise clients, manage probate and trust matters from intake...Tax
- Ryan LLC is seeking a Property Tax Consultant to assist multi-state clients with personal property tax compliance, using rigorous data analysis and teamwork. You will research, reconcile financial data, and prepare returns while coordinating with taxing authorities and...Tax
$125k - $175k
...Attorney with a strong background in business transactions, tax planning, and IRS dispute resolution to support our expanding client base... ..., and contested probate litigation when needed. Prepare estate planning documents—such as revocable and irrevocable trusts, wills...TaxContract workWork at office$126.86k - $137.27k
...working with large complex teams across all business functions. Cost Strategist will lead cost and pricing elements across strategic proposals... ...financial positions on bids.Craft new approaches and plans for creative pricing solutions where there is a requirement utilizing...Work experience placementRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Wealth Strategist - Tax & Estate Planning. Be the first to apply!





