Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor - Estate, Tax & Investment Planning

Empirical Financial Services, LLC

A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The position offers competitive salary options with unlimited income potential and comprehensive benefits. #J-18808-Ljbffr

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Estate, Tax & Investment Planning in New York, NY vacancy
  • $170k - $210k

     ...Why Work at Mercer Advisors? For 40 years, Mercer Advisors...  ...By integrating financial planning, investment management, tax, estate, insurance, and more, all...  ...advantages and challenges. Regis Wealth Advisors work hand-in-...  .... Job Summary: The Senior Wealth Advisor focuses on... 
    Senior
    Tax
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Dormont Manufacturing Company

    New York, NY
    4 days ago
  • $170k - $210k

     ...Why Work at Mercer Advisors? For more than 40 years...  ...integrating financial planning, investment management, business management, tax, estate, insurance, and more,...  ...and challenges. Regis Wealth Advisors work hand-in-...  ...Job Summary: The Senior Wealth Advisor focuses... 
    Senior
    Tax
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    26 days ago
  •  ...Job Description The senior wealth advisor position at Mariner will lead a wealth...  ...create comprehensive wealth plans that include a coordinated...  ...wealth management and customized investment portfolios Participate in...  ...with fee-based consulting, tax, mutual funds, money manager... 
    Senior
    Tax

    Mariner

    New York, NY
    3 days ago
  • $94k - $175k

     ...financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities...  ...regulations. Candidates should have a background in tax, investment, and estate planning, with excellent communication skills. The position offers... 
    Senior
    Tax

    KeyBank

    New York, NY
    2 days ago
  •  ...Services client is seeking a Senior Wealth Advisor to join their rapidly growing...  ...base, delivering high-impact planning and investment advice, and partnering cross-functionally...  ...across investment strategy, tax aware planning, retirement, estate considerations, equity... 
    Senior
    Tax
    Remote work

    Professions

    New York, NY
    4 days ago
  • $10.4k

     ...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will...  ...and defining their financial planning and investment needs and objectives....  ...advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable... 
    Senior
    Tax
    Work at office
    Immediate start

    urgent recruiting

    New York, NY
    1 day ago
  •  ...experienced, independent Financial Advisors who want to own and grow...  ...high-impact financial planning and investment advice across: Investment...  ...and portfolio construction Tax-aware planning Retirement...  ...distribution strategies Estate and legacy considerations... 
    Senior
    Tax
    Remote work

    Professions Inc

    New York, NY
    21 days ago
  • $225k - $275k

     ...About Apella Apella Wealth is an employee‑owned...  ...meaningful financial planning with people we...  ...The Role This is a senior, experienced advisory...  ...Apella Senior Wealth Advisor, you’ll serve as the...  ...retirement planning, investments, tax planning, estate management, and insurance... 
    Senior
    Tax
    Temporary work
    Work at office
    Flexible hours

    Independent Educational Consultants Association

    New York, NY
    3 days ago
  •  ...Title: Senior Private Wealth Advisor, Practice Lead (Personal Strategy...  ...holistic financial planning, and ensuring a first...  ...‘Personal Strategy’ investment approach and recommend...  ...optimization, tax‑advantaged savings,...  ...income optimization, and estate planning. Excellent... 
    Senior
    Tax
    Casual work
    Private practice
    Work at office
    Remote work
    Home office

    Empower Retirement

    New York, NY
    3 days ago
  •  ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients....  ..., maintaining strong relationships, and advising on investment opportunities. Candidates should possess over 8 years of experience... 
    Senior

    Teachers Insurance and Annuity Association of America

    New York, NY
    3 days ago
  • $136.8k - $198.38k

     ...standing. The Senior Private Wealth Advisor, Practice Lead (Personal...  ..., financial planning, and investor education...  ...‘Personal Strategy’ investment strategy; recommend,...  ...income optimization, tax-advantaged savings strategies...  ...optimization, and estate planning ~... 
    Senior
    Tax
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Empower Careers

    New York, NY
    3 days ago
  • $85k - $145k

     ...Wealth Advisor (Upstate New York) For more than 40 years, Mercer Advisors has been helping families amplify...  ...their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... 
    Tax
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    4 days ago
  • $400k

     ...established and respected institutional real estate investment and development firms in the world is looking to add a Senior Tax Counsel to their in-house Advisory...  ..., and FIRPTA Foreign investor planning including sovereign wealth funds Inbound cross-border... 
    Senior
    Tax
    Full time

    Atlas Search

    New York, NY
    13 hours ago
  • $85k - $145k

     ...Description Why Work at Mercer Advisors? For more than 40 years,...  ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...  ...here. Job Summary: The Wealth Path Wealth Advisor works in a... 
    Tax
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    3 days ago
  • $85k - $145k

    For 40 years, Mercer Advisors has worked with families to help them amplify and...  ...lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed...  ...of our clients. Job Summary The Wealth Path Wealth Advisor works in a client... 
    Tax
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    14 days ago
  • $400k

     ...A Major Real Estate/REIT firm in NYC is looking to add a Senior Director of Tax Advisory that has a strong Transactions...  ...is involved in the planning, research, and...  ...of a real estate investment. Coordinate entity...  ...implement. Work with advisors to structure various... 
    Senior
    Tax
    Work at office

    Atlas Search

    New York, NY
    4 days ago
  •  ...seasoned financial advisors who are ready to...  ...across all stages of wealth-accumulation,...  ...progress, and adjust plans based on life events...  ...that integrate investment management, retirement...  ...income planning, tax strategies,...  ...day finances, and estate considerations-tailored... 
    Senior
    Tax
    For contractors
    Local area
    Shift work

    First Command Financial Services

    New York, NY
    4 days ago
  • $55 - $65 per hour

     ...Why Facet? The Future of Financial Planning Facet was founded in 2016 on the belief that...  ...holistic planning that goes far beyond investments to address every way money impacts life....  ...Investment Ops teams to manage portfolios and tax strategies, while providing feedback to... 
    Senior
    Tax
    Part time
    Local area
    Remote work

    Facet LLC

    New York, NY
    2 days ago
  •  ...Department Financial Planning Tired of...  ...flexible, holistic wealth management platform...  ...for an experienced Senior Financial Planner...  ...leading wealth advisors. This individual...  ...financial planning, investments, and tax planning Be an...  ...Coordinate tax filing and estate planning What... 
    Senior
    Tax
    Full time
    Work at office
    Relocation
    Monday to Friday
    Flexible hours

    53 Stations

    New York, NY
    7 hours ago
  • $110k - $130k

     ...take action to progress their financial plan Build trust and credibility in order to foster...  ...importance of our solutions, including investments, being integrated as a part of their plan...  ...coordinating member withdrawal needs and tax strategies for assets Effectively and... 
    Senior
    Tax
    Temporary work
    Remote work
    Flexible hours
    Night shift

    Facet LLC

    New York, NY
    2 days ago
  • Stake Australia seeks a Senior Financial Planner to join its financial planning team, preferably in New York City. This role entails producing...  ...financial plans on behalf of independent advisors across retirement, tax, and estate considerations. The ideal candidate will... 
    Senior
    Tax

    Stake Australia

    New York, NY
    4 days ago
  • $85k - $105k

     ...Senior Financial Planner, Advisor Services First Affimative Location...  ...values-aligned investing since 1988 with...  ...investment operations, planning, and back-office...  ...reports across tax planning,...  ...retirement projections, estate scenarios, and...  ..., gifting, and wealth transfer... 
    Senior
    Tax
    Full time

    Stake Australia

    New York, NY
    4 days ago
  • $200k - $260k

     ...nationally recognized wealth management firm...  ...on sophisticated tax planning strategies while building...  ...that include investment management,...  ...planning, tax advisory, estate planning, and...  ...viewed as strategic advisors and key contributors...  ...Job Details The Senior Tax Manager / Tax... 
    Senior
    Tax
    Work at office
    Local area
    Flexible hours

    Jobot

    New York, NY
    13 hours ago
  • $78.5k - $163k

     ...Senior Consultant, Investment Administration and Reporting FTI Consulting is the...  ...mortgage finance companies, real estate private equity funds,...  ...balance under US GAAP and income tax basis Assist in the...  ...leadership with defined long-term planning will ensure continued... 
    Senior
    Tax
    Full time
    Work experience placement
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    FTI Consulting

    New York, NY
    1 day ago
  • $150k - $175k

     ...of March 31, 2026, we invest across three multi-strategy...  ...Analyst / Associate / Senior Associate to...  ...within our Net Lease, Real Estate Finance Credit and Digital...  ...with ongoing business planning, new product launches,...  ...officers, accounting, tax and legal teams, commercial... 
    Senior
    Tax
    Permanent employment
    Flexible hours

    Blue Owl

    New York, NY
    13 hours ago
  •  ...Choreo is a wealth management firm built...  ...of financial advisors with a shared...  ...approach to financial planning to translate...  ...expected. The Senior Financial...  ...financial and tax planning resource...  ...and insurance, investment planning, education...  ...giving, estate and wealth transfer... 
    Senior
    Tax
    Contract work
    For contractors
    For subcontractor
    Work at office
    Visa sponsorship

    Choreo

    New York, NY
    2 days ago
  •  ...luxury furnishings. As our Senior Associate of Strategic...  ...receivables, payables, taxes, and the month-end...  ...years of experience in investment banking, management consulting...  ...Auditing, and Strategy/Planning Industries Wholesale...  ....00 5 days ago Asset & Wealth Management, Portfolio... 
    Senior
    Tax
    Full time
    Temporary work

    Maiden Home

    New York, NY
    2 days ago
  • $100k

     ...Senior Financial Advisor - Remote New York, New York, United States Job Openings Senior...  ...FinTech company is revolutionizing wealth management through innovative...  ...objectives. Provide expert advice on investment strategies, tax planning, retirement planning, and more.... 
    Senior
    Tax
    Remote job
    Work at office

    Spark Talent HQ LLC

    New York, NY
    3 days ago
  • $76.5k - $90k

     ...Description Why Work at Mercer Advisors? For more than 40 years,...  ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...  ...of paraplanners that supports Wealth Management Teams nationwide by... 
    Tax
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    14 days ago
  • $120k - $140k

     ...beyond traditional tax compliance and become a trusted advisor to high-net-worth...  ...leading independent wealth management and...  ...bringing together investment management, financial planning, tax advisory, estate planning, and family...  ...Job Details The Senior Tax Associate will... 
    Senior
    Tax
    For contractors
    Work at office
    Local area
    Flexible hours

    Jobot

    New York, NY
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor - Estate, Tax & Investment Planning. Be the first to apply!