Senior Wealth Strategist: UHNW Planning (Remote)
Raymond James
Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies. This remote position requires outstanding skills in financial planning, compliance, and client relationship management. Candidates should expect significant travel responsibilities, approximately two weeks a month. Competitive compensation and a robust benefits package are included. #J-18808-Ljbffr
- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...Remote jobSenior
- ...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be... ...with the potential for hybrid or remote work arrangements. The Strategic...Remote workSeniorWork at office
- ...Pointe in Newport Beach is looking for a Senior Family Wealth Strategist who will provide expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal candidate will... .... The position allows for hybrid or remote work arrangements. #J-18808-Ljbffr Beacon...Remote job
$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing their financial landscape, and developing tailored financial strategies. Responsibilities include fostering long-term client relationships...Remote jobSenior- ...financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery... ...experience in financial planning. This full-time, non-remote position requires strong analytical skills and a...Remote workSeniorFull time
$70k - $130k
...RBC Capital Markets, LLC is looking for a Senior Associate Wealth Strategist based in Seattle, Washington. This role is vital in providing wealth transfer planning services primarily for high net worth clients. You will work closely with external Wealth Strategists and...Senior- ...A global financial institution is seeking a Sr. Wealth Strategist in Portland, OR, to drive business development and client relations for ultra high net worth individuals. Candidates should have over 10 years of experience in wealth management, along with a strong network...Senior
- ...EP Wealth Advisors is seeking an Advanced Wealth Strategist to analyze client portfolios and develop wealth transfer strategies. This remote role includes significant client engagement in Torrance, California. Key qualifications include a CFP designation, 10+ years in...Remote workFlexible hours
$200k - $250k
....com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and... ...to develop and implement wealth planning as part of CIBC Private Wealth’s integrated... ...arrangement (proportion of on-site and remote work) will be discussed at the time of...Remote workSenior- ...Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates...Senior
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high... ...individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and...Senior- ...Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth... ...ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role...Senior
$91.8k - $171k
...financial advisor to provide customized advice and specialized planning for high-net-worth clients. Responsibilities include engaging clients... ..., a university degree and the ability to manage complex wealth strategies. The position offers a salary range of $91,800 to $1...Senior- ...financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful... ...position offers a competitive salary and comprehensive benefits including medical and retirement plans. #J-18808-Ljbffr PowerToFlySenior
- Northern Trust in Boston is looking for a Wealth Strategist/Client Development Sales Executive to spearhead business development and serve as a key contact for ultra-high net worth clients. The candidate will be responsible for implementing strategies that cultivate relationships...Senior
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application... ...Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset Ability...SeniorFull timeWork at office$170k - $210k
...integrating financial planning, investment management,... ...across the country. Regis UHNW Team Our Regis Group... ...and challenges. Regis Wealth Advisors work hand-in-hand... .... Job Summary The Senior Wealth Advisor focuses... ...with a combination of remote and office work in a professional...Remote workSeniorTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth...Senior
$130k - $173k
...seeking a professional in New York to guide families in effective wealth management and philanthropy. This role involves collaborating... ...governance, succession, and philanthropy strategies tailored for UHNW clients. The ideal candidate will have 10-15 years of experience...Senior$91.8k - $171k
...Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized... ...level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and...SeniorPart timeLocal areaShift work$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position... ...focus on making wealth transfer planning a primary component of the core... ...("HNW") and ultra-high net worth ("UHNW") clients. The position primarily supports...SeniorTemporary workFlexible hours$130k - $170k
...Wealth Strategist, Tax New York, NY BBR Partners' Wealth... ...foundation of tax-aware planning, recognizing that tax... ...client meetings as a senior planning resource... ...structures related to UHNW clients (life insurance... ...company tenure. ~ Hybrid remote work environment, "...Remote workTemporary workCasual workWork at officeFlexible hours- Bank of America is hiring a Private Wealth Strategist for Merrill Wealth Management in Texas. This role involves... ...transfer strategies for ultra-high net worth (UHNW) individuals and families, focusing on customized planning strategies and client relationships. Candidates...
- ...financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for... ...families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive...
$115k - $140k
...Senior Financial Planner Although we value experience and skills... ...is a distinguished asset and wealth management firm with over $50... ...through comprehensive financial planning. Collaborating with the Director... ...) and ultra-high-net-worth (UHNW) clients, including tax, estate...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- ...highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal candidate... ...sophisticated tax law into proactive, wealth growing financial plans. The... ...confidentiality Benefits ~ Remote work ~ Medical, dental, vision...Remote workSeniorImmediate start
- ...Amtec Staffing is looking for a Wealth & Estate Planning Strategist to join our team in Irvine, CA. The ideal candidate will support the Advisory team, particularly the CEO, in providing customized wealth management strategies to our clients. This role requires over 10...Senior
- ...Equity Strategist Thndr is a digital investment platform on a mission to democratize wealth-building across Egypt and the Arab region, offering individuals seamless access... ...updates to internal stakeholders, including senior management and investment committee....Remote workSeniorTemporary workLocal area
- ...Byrne Dairy is seeking a Wealth Management Liability Consultant to provide lending and balance sheet solutions within its integrated wealth management platform. This role demands deep expertise in credit analysis and lending products, catering to high-net-worth individuals...Senior
- ...Community Bank, N.A. is seeking a Wealth Management Liability Consultant to deliver strategic balance sheet and lending solutions. The... ...competitive compensation and a robust benefits package including paid holidays, medical insurance, and retirement plans. #J-18808-Ljbffr...Senior
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