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
$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...SeniorTaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$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...SeniorTaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...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...SeniorTax
$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...SeniorTax- ...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...SeniorTaxRemote work
$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...SeniorTaxWork at officeImmediate start- ...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...SeniorTaxRemote work
$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...SeniorTaxTemporary workWork at officeFlexible hours- ...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...SeniorTaxCasual workPrivate practiceWork at officeRemote workHome office
- ...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
$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 ~...SeniorTax16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$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...TaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$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...SeniorTaxFull time$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...TaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$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...TaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$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...SeniorTaxWork at office- ...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...SeniorTaxFor contractorsLocal areaShift work
$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...SeniorTaxPart timeLocal areaRemote work- ...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...SeniorTaxFull timeWork at officeRelocationMonday to FridayFlexible hours
$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...SeniorTaxTemporary workRemote workFlexible hoursNight shift- 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...SeniorTax
$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...SeniorTaxFull time$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...SeniorTaxWork at officeLocal areaFlexible hours$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...SeniorTaxFull timeWork experience placementRemote workVisa sponsorshipWork visaFlexible hours$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...SeniorTaxPermanent employmentFlexible hours- ...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...SeniorTaxContract workFor contractorsFor subcontractorWork at officeVisa sponsorship
- ...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...SeniorTaxFull timeTemporary work
$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....SeniorTaxRemote jobWork at office$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...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$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...SeniorTaxFor contractorsWork at officeLocal areaFlexible hours
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