Tax-Focused Wealth Strategist for UHNW Families
BBR Partners
BBR Partners seeks a Vice President, Wealth Strategies to act as a wealth strategist with a primary focus on individual income tax planning across client teams. This role is tax‑planning oriented with involvement in insurance, lending, and other wealth management functions. You will support client teams, engage in strategic discussions, manage external advisor relationships, and contribute to internal education and content. #J-18808-Ljbffr BBR Partners
- A financial advisory firm in Chicago seeks an experienced Family CFO to serve as a primary financial advisor for ultra-high-net-worth families... ..., 10+ years of advisory experience, and extensive knowledge in tax and financial operations. This position offers competitive...Tax
- BMO Financial Group in Chicago seeks a seasoned wealth planning professional to serve HNW/UHNW clients, delivering comprehensive plans across financial, tax, estate and trust matters. You will collaborate with private bankers and advisors, develop complex strategies, and...Tax
$130k - $170k
BBR Partners' Wealth Strategies team serves as a... ...strong foundation of tax-aware planning, recognizing... ...takes a holistic, family office-style approach... ...to serve as a wealth strategist with a primary focus on individual income... ...related to UHNW clients (life insurance...TaxTemporary workCasual workWork at officeRemote workFlexible hours- ...PWM Wealth Strategist At U.S. Bank, we're on a journey to do our best. Helping... ...expert in estate and income tax planning, protection planning... ...and internal advisors. Focuses to grow the PWM business within... ...designed to help you and your family boost your health, protect...TaxTemporary workWork experience placementLocal area
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner... ..., providing a report that focuses on achieving their goals and the... ...trusts & estates, individual tax rules (both transfer and... ...working with individuals and families ranging from affluent to high-...TaxWork at office
- ECG Resources, Inc. in Chicago seeks a hands-on Senior Wealth Planner to help family members across generations make thoughtful financial decisions... ...comprehensive plans, integrating trusts, gifting, estate planning and tax considerations, partnering with internal tax, legal and...TaxWork at office
$121.9k - $262.1k
...Third better. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy... ...strategies across estate, income tax, gift and estate tax, investment, risk,... ...individual needs of our employees and their families, encompassing physical, financial, emotional...TaxBank staffShift work- ...SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and... ...involves providing firm-wide support on tax and estate planning issues,... ...complex and comprehensive plans focused on wealth transfer and estate planning...TaxWork at office
$63.75k - $127.5k
...contribute to the company's success. As a Wealth strategist within PNC Wealth Management, you will... ..., consults on and implements matters of tax, estate and financial planning for clients... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and...TaxFull timeTemporary workPart timeWork experience placement$75k - $100k
Corient seeks a Wealth Planning professional to join our Chicago team. You will collect and... ...recommendations for review with Wealth Strategist. The role requires 3-5 years of wealth management... ..., CFP preferred, and strong knowledge of tax and estate planning. The position is...Tax- RSM US LLP in Chicago seeks an experienced Tax Partner to lead engagements within the Family Office Enterprise practice. You will advise ultra-high-net-worth clients, manage complex multi-entity tax structures, and drive growth by expanding services and relationships across...TaxWork at office
- Us Bank is seeking a PWM Wealth Strategist in Chicago responsible for developing client relationships typically above $10MM net worth. This role... ...Advisors to address all wealth planning needs, including tax and estate planning while leveraging a solid network. The ideal...Tax
- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (>$15MM). You... ...develop integrated wealth plans, and support implementation across tax, estate, investment, and cash flow strategies....Tax
- Medical Staff Talent in Dubai is seeking a Senior Family Medicine Consultant for a prestigious boutique clinic serving an affluent international client base. The role focuses on precise, unhurried preventative care and wellness strategies, away from high-volume pressures...Tax
- ...seeking a skilled professional to lead tailored tax advice and compliance solutions for private... ...complex client relationships, and support wealth transfer and planning strategies. A hybrid work model is offered, with a focus on collaboration and innovation. #J-18808-Ljbffr...Tax
- Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Chicago. You will collaborate with Wealth Advisors... ...plans, and implement strategies across retirement, estate, tax, and investments. The role requires a Bachelor's degree,...TaxWork at officeRemote work
$85k - $240k
Goldman Sachs is seeking a Family Office Advisor in Chicago, IL. The role focuses on shaping the financial futures of ultra-high net worth clients by leading sophisticated... ...management, financial analysis, and developing tax and estate plans. The expected salary range is $85,0...TaxWork at office$209k - $327.9k
...Family Office Strategist – Role Overview We are looking for a senior specialist to expand and deepen... ...solutions, and multigenerational wealth planning to help clients address increasingly... ...of experience serving Family Offices, UHNW clients, institutional investors, or...Work at officeWork from home- Senior Wealth Planner | Chicago Single-Family Office This is a hands-on financial planning... ...Chicago single-family office , focused on helping family members,... ..., estate planning and tax considerations into planning... ...working with HNW or UHNW clients Strong proficiency...TaxWork at office
$85k - $240k
Asset & Wealth Management, Private Family Office, Financial Planning Advisor, Vice President - Chicago location... ...our growth is driven by a relentless focus on our people, our clients and... ...consolidated investment review, income tax preparation and planning, estate planning...TaxFull timeTemporary workPart timeWork at office$70k - $160k
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Chicago location_on Chicago... ...our growth is driven by a relentless focus on our people, our clients and customers... ...investment review, income tax preparation and planning, estate planning...TaxFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office- Financial Planner - Single Family Office | Chicago, IL Direct message the job poster from ECG Resources, Inc. Excellent opportunity for a Tax Senior seeking to transition into wealth planning (training provided). This non-sales position offers exposure to sophisticated...TaxFull timeWork at officeRemote work
- ...Managing Director of Wealth Transfer Strategy serves... ...-high-net-worth (UHNW) individuals, families and family office clients... ...-skipping and gift tax strategies,... ...succession. The role focuses on providing personalized... ...advisors, family office strategists, and tax professionals...TaxWork at office
$180k - $254.8k
...’ objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building relationships... ...leaders to drive ultra‑high net worth client engagement focused on addressing the planning, personal philanthropy, and...TaxWork experience placementWork at officeWork from homeShift workDay shift$209k - $327.9k
...Family Office Strategist – Role Overview We are looking for a senior specialist to expand and deepen... ...solutions, and multigenerational wealth planning to help clients address increasingly... ...of experience serving Family Offices, UHNW clients, institutional investors, or...Work at officeWork from home$201.81k - $382.6k
...Illinois, is seeking a High Net Worth Tax Managing Director to lead its private wealth practice. In this role, you will... ...and multi-generational families. The ideal candidate will have extensive... ...a supportive work environment focusing on professional growth and work-life...TaxPrivate practice- Corient is seeking a Wealth Planning Associate to collect and analyze client financial information, build financial plans... ...preliminary recommendations for review with Wealth Strategists. The role emphasizes tax, estate planning, and investment planning for high-net-worth...Tax
- Bank of America seeks a wealth planning professional to support Merrill advisors in addressing client objectives for planning, philanthropy, and wealth transfer/tax minimization. You will analyze estate and financial information, build relationships with advisors and internal...Tax
$85k - $240k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...net worth individuals and families, as well as select institutions... ...and beyond, which may include tax and estate planning, philanthropic... ...environmentExceptional client focus, business development, and...Tax- ...support high-net-worth clients with comprehensive planning across tax, estate, insurance, and charitable gifting strategies. You will... ...visuals for client meetings. The role requires 3-5 years in wealth management, a finance degree, CFP preferred, and strong communication...Tax
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