Senior Estate Strategist - HNW Planning & Legacy
Edward Jones
Edward Jones is seeking a Senior Estate Strategist to lead complex estate planning for high net worth clients. You will coordinate with advisors, legal partners, and internal teams to deliver tailored estate and legacy solutions. The role requires deep knowledge of advanced estate planning strategies, regulatory awareness, and a proven track record in high-level client service within a wealth management context. Travel up to 10% is expected. #J-18808-Ljbffr Edward Jones
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Estate Strategist - HNW Planning & Legacy in West Palm Beach, FL vacancy
- ...team provides an end-to-end, HNW client experience by... ...including holistic financial planning, tax and estate planning services via trusted... ...reporting and support. Senior Estate Strategists leverage the extensive resources... ...High Net Worth estate/legacy planning and proposed...SeniorHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...wealth planners, tax advisors, estate attorneys, and other... ...holistic, personalized wealth planning and family office solutions... ...family governance needs. The Senior Wealth Strategist is a member of the... ...leveraging Rockefeller's legendary legacy and resources to help...SeniorHigh net worthWork at officeLocal area
- ...Advanced Estate And Financial Planning Advisor Responsible for utilizing complex financial planning techniques across the Elements of Wealth to... ...client and appropriate Truist teammates. Leads comprehensive HNW wealth planning and strategy, typically with families with...High net worthWork experience placementWork at office
- ...SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations...SeniorHigh net worthWork at office
- L3Harris Technologies in West Palm Beach, FL seeks a Senior Specialist, Subcontracts to lead complex procurement activities across defense programs. You will own the full subcontract lifecycle from strategy through closeout, ensuring compliance with FAR/DFARS and customer...Senior
- Seacoast Bank is seeking an experienced Commercial Underwriter to support revenue growth and asset quality in the commercial lending line of business. You will participate in client relationship development, monitor existing relationships, and manage credit risk to keep...Senior
- ..., goals, and needs. Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists. Lead client conversations with advanced credit knowledge and structure complex credit and banking...SeniorHigh net worthFull timeWork at office
$185k
...Position Summary The Tax Senior Manager will oversee tax compliance and planning engagements for high net worth individuals, families, and their related entities, including trusts, estates, family partnerships, and closely held businesses. This role requires deep...SeniorHigh net worthPrivate practiceWork at office- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...tax returns for individuals, trusts, estates, non-profit organizations, and pass-... ...partners and the client engagement teams on tax planning Work closely with the management team...SeniorHigh net worthWork at office
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...deadlines, and deliverables. Oversee tax planning and compliance functions for ultra-high... ...treatment, withstrongunderstanding of trusts, estates, gifts, and charitable entities, and...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services... ...deadlines, and deliverables. Oversee tax planning and compliance functions for ultra-high... ...treatment, withstrongunderstanding of trusts, estates, gifts, and charitable entities, and...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
$170k - $220k
...UHNW, Trusts, Estates, Gift tax This Jobot Job is hosted by: Albert Simons Are you... ...management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5.5... ...mentoring and managing staff and senior staff Active CPA required Masters in...SeniorHigh net worthWork at officeLocal area- M&T Bank seeks an experienced Dealer Commercial Services professional to manage a portfolio of auto, boat, and RV dealer clients, developing strong relationships and promoting bank products. You will evaluate credit requests, structure and price credits, and coordinate ...Senior
- ## Senior Associate Tax Services- High Net Worth Individuals/International TaxApplylocations... ...tax compliance, consulting, and planning services tailored to clients with global... ...investments.* Assist with international estate, gift, and trust planning matters, including...SeniorHigh net worthLocal areaWorldwide
$100k
...Within (UPW), Date With Destiny (DWD), and Mastery University. Senior Event Manager (Luxury & VIP Experiences) Global Travel Required... ...refinement. Source world‑class global venues — luxury resorts, private estates, yachts, exclusive‑use properties, and iconic destinations....SeniorHigh net worthContract workFor contractors- ...EisnerAmperhas experienced significant growth and is seekinga Senior Accountant for our Outsourced Accounting team focused on special... ...Assistthe team through all phases of client engagementsincluding work planning, mobilization, execution, and closeout consistent with...SeniorHigh net worthContract workWork at officeLocal area
- ...seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new... ...across Bessemer Trust's Wealth Planning, Family Office Management, Investments, and... ...Comprehensive knowledge of investments, tax and estate planning and/or banking services....SeniorHigh net worthTemporary workWork at officeRemote work
- ...Senior Trust Officer Palm Beach, Florida To proceed with your application, you must... ...retention, assisting clients with wealth planning needs, and managing risk. Responsibilities... ...five years of trust administration and estate planning experience Technical...SeniorHigh net worthWork at officeFlexible hoursShift workDay shift
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ...-service relationships with both UHNW & HNW clients. Must have strong COI's and... ...credit, asset management, and trust and estate planning. Work collaboratively and proactively...SeniorHigh net worth- ...Senior Tax Associate | West Palm Beach, FL | Hybrid A CPA firm where people join, settle in and tend to stay for years. There's a reason... ...the work? You'll work across a varied client base including HNW individuals, Partnerships, Trusts and Non Profit organisations,...SeniorHigh net worthSummer work
- Distinct | North America is recruiting a Senior Tax Associate in West Palm Beach, FL. The role offers hybrid working arrangements, exposure... ...a long‑standing CPA firm. The incumbent will handle returns for HNW individuals, partnerships, trusts and nonprofits, with emphasis...SeniorHigh net worth
- ..., seeks an associate for its West Palm Beach office. Candidates should have 2 to 4 years of experience and be knowledgeable in estate planning and related practices. The role offers a chance to work closely with partners, gaining valuable experience in various legal services...Work at office
- ...Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL... ...advising high-net-worth individuals and families on estate planning and administration, including succession planning,...High net worthPrivate practiceWork at officeRemote work2 days per week
$90k - $145k
...Tax Senior Associate, Private Client Group Palm Beach Gardens, FL Title: Tax Senior... ...and business management services from tax planning and audits to the most detailed analysis... ...individuals, trusts, private foundations, estates, and family investment partnerships. The...SeniorHigh net worthFull timePrivate practiceWork at officeLocal area- ...Advisory seeks an experienced leader to head the AMBA Maintenance Advisory Practice. You will guide maintenance strategy, lifecycle planning, and client engagements across transit, highways, aviation, and utilities. Your role involves leading multidisciplinary teams,...Senior
- ...How You’ll Contribute: Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help... ...partnership tax returns and HNW individual tax returns Provide tax planning and compliance services to high net work and private equity...SeniorHigh net worthWork at office
$139.7k - $232.9k
...Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.Responsible for leading the development of...SeniorHigh net worthFull timeTemporary workWork experience placement- ...regional public accounting firm in Juno Beach, Florida, seeks a Senior Tax Accountant. The role can be 4 days in the office & 1 day... ...Research and draft memorandum involving tax matters Identify tax planning opportunities Assist with training and supervision of junior...SeniorHigh net worthHourly payContract workWork at officeRemote work
- ...Senior Administrative Assistant Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition... ...calendar, including schedule meetings, appointments, and travel plans Be expected to exercise a high level of discretion in...SeniorHigh net worthWork at officeWorldwideFlexible hours
$140k - $160k
...medical facilities to custom waterfront estates. Clients lean on them early for budgeting... ...highly skilled and experienced Permanent Senior Superintendent to join our dynamic team.... ...cycle management, from pre-construction planning to completion. 2. Ensuring that all construction...SeniorPermanent employmentFor contractorsFor subcontractorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Estate Strategist - HNW Planning & Legacy. Be the first to apply!
Related searches
- senior brand strategist West Palm Beach, FL
- senior manager customer operations West Palm Beach, FL
- senior software engineer ruby on rails West Palm Beach, FL
- sr finance manager West Palm Beach, FL
- senior customer service West Palm Beach, FL
- senior accounts receivable analyst West Palm Beach, FL
- senior compensation manager West Palm Beach, FL
- senior manager West Palm Beach, FL
- senior living West Palm Beach, FL
- senior vmware engineer West Palm Beach, FL




