Elite UHNW Wealth Strategist: Tax & Estate Planning
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Rockefeller Capital Management is seeking a Senior Wealth Strategist for its Rockefeller Private Office. You will develop and implement tax, estate and financial plans for ultra- and high-net-worth clients, collaborating with Private Advisors to deepen relationships. You’ll conduct research, build analyses, and work with clients and their external advisors to brainstorm and implement comprehensive planning solutions. #J-18808-Ljbffr Socket.dev
$150k - $175k
...Wealth Strategist Job Description Experience: Senior Level Salary: $150,000 - $175,000 per year Job Details 3+ years of work experience... ...management services—including investment management, tax strategy, estate planning, and financial planning to a select group of successful...TaxWork experience placementWork at officeFlexible hours$150k - $175k
...Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking... ...services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful...TaxWork experience placementWork at officeLocal areaFlexible hours$225k - $275k
...is comprised of an elite team of experienced... ...professionals – including wealth planners, tax advisors, estate attorneys, and other... ...personalized wealth planning and family office... .... The Senior Wealth Strategist is a member of the... ...experience working with UHNW clients on wealth...TaxWork at officeLocal area- Mohr Talent is seeking a Senior Estate Planning Strategist in the Century City/Los Angeles area. This hybrid, direct‑hire role will lead advanced... ...for high‑net‑worth clients and collaborate with attorneys, tax pros and advisors to evolve service delivery. You will review...Tax
- Mohr Talent seeks an experienced Estate Planning Strategist to join its Advanced Planning organization in Los Angeles. This role serves as a technical... ...has 10+ years in estate planning or trusts and estates, JD/Tax LLM/CFP/AEP, and willingness to travel. #J-18808-Ljbffr...Tax
- ...is a distinguished asset and wealth management firm with... ...seeking to expand its financial planning team and is looking to hire... ...personalized financial plans, estate reviews, and tax analyses primarily for clients... ...) and ultra-high-net-worth (UHNW) clients, including tax, estate...TaxPermanent employmentVisa sponsorshipFree visaFlexible 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...
$150k - $180k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...Investment organization. Investment Strategists support the firm's regional... ...: ~10 years client facing wealth management experience preferred...TaxTemporary workWork at officeLocal areaRemote workFlexible hours$200k - $225k
...At Northern Trust, our Wealth Strategist position is a key... ...to wealth management planning. With the support of our... ...ultra high net worth(UHNW) individuals, families... ...attorneys) on the benefits of estate planning services,... ...of wealth transfer and tax planning strategies....TaxFull timeLocal areaFlexible hours- Korn Ferry, partnering with a UHNW family office, is seeking a Tax Director in the Los Angeles area. You will own key tax and reporting duties and... .../state filings, build forecasting models, and support estate planning, real estate, and finance initiatives. 7+ years in tax...TaxWork at office
- ...Attorney Search in Los Angeles seeks a Private Wealth Counsel with extensive experience in high net-worth estate planning and admission to the California State Bar. You... ...client-relations skills, meticulous probate and tax filings, and the ability to thrive in a fast-paced...Tax
$300k
...LLP in Los Angeles (Century City) seeks a Private Wealth Counsel with at least 6 years of high-net-worth estate planning experience and California Bar admission. The... ...administration, probate filings, and estate and gift tax planning. Ideal candidates thrive in a fast-...Tax- Jobot seeks a Sr. Estate Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with tax and business teams, and actively engage in client relationships and...Tax
- Focus Partners in Santa Monica seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across retirement, risk management, tax, estate, and investments. The role partners with Wealth Advisors to maintain client relationships...Tax
$255k - $300k
...integrating financial planning, investment... ...business management, tax, estate, insurance, and more... ...multi-generational wealth. Regis clients often... ...lead and grow our UHNW-focused estate planning... ...and directing an elite team of estate planning strategists dedicated to serving...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Blackwell LLP is a national law firm seeking a Private Wealth Senior Counsel with eight or more years of experience. The role supports clients across wealth management, estate planning, asset protection, and tax matters, primarily within the Financial Services & Capital...TaxWork at office
$212.5k - $250k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...complex, multi‑generational wealth. Regis clients often... ...the lead tax advisor, strategist, and subject matter... ...judgment, and gravitas that UHNW families expect from...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$106.5k - $195.1k
...or will the future shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving... .... We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most...TaxSummer holidayFlexible hours- ...in addressing their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building... ...centers of influence, and internal partners, analyzing estate and financial information, and developing planning...TaxWork experience placementWork at officeWork from homeShift workDay shift
$200k - $225k
...generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families,... ...personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation —...TaxWork at office- District Partners in Century City, Los Angeles, seeks a Wealth Advisor for its UHNW client base. This is a relationship-driven role... ...professionals to deliver comprehensive wealth planning across investments, estate, tax, and philanthropy. This is ideal for candidates with...TaxWork at office
- JPMorgan Chase & Co. is seeking a Lending Specialist within Wealth Management in Los Angeles. You will guide lending solutions for Financial Advisors and clients, support demand through policy-based recommendations, and help expand the firm’s lending footprint while collaborating...
- ...primary contact and strategic advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses, and involves...TaxWork at office
$212.5k - $250k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...complex, multi-generational wealth. Regis clients often... ...the lead tax advisor, strategist, and subject matter... ...judgment, and gravitas that UHNW families expect from...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$175k - $300k
...Trusts And Estates Attorney A well-established, full-service law firm is seeking an experienced trusts and estates attorney... ...individuals and families on sophisticated estate-planning, wealth-transfer and tax matters, independently managing engagements from the initial...TaxWork at office- ...JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT... ...as Financial, Estate & Retirement Planning. As a member of an advisory team,... ...Money or similar preferred Some tax background a plus...Tax
- BDO USA is seeking a Tax Senior Manager, Transfer Pricing to advise clients on transfer pricing implications and regulatory compliance. The role involves marketing, networking and business development within transfer pricing, as well as applying new tax policy developments...Tax
- ...Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers. Will directly... ...plus). A general understanding of personal tax issues. Thorough, attentive to the details...Work at office
- ...Job Overview A law firm seeks a Private Wealth Associate in Los Angeles. The ideal... ...have 4 or more years of experience in tax and wealth planning for high-net-worth clients. Duties Advise... ...strategies. Develop and implement estate planning solutions. Collaborate with a...Tax
$100k - $150k
...Position Title: Wealth Advisor This role is a great opportunity for a motivated individual... ...and a strong foundation in wealth planning. The ideal candidate will be prepared to... ...expertise in wealth planning, investments, and tax strategy ~ Proven track record of...TaxPrivate practice
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