Senior High Net Worth Planning Strategist - Remote
Advisor Group Inc.
- Remote job
Osaic is seeking a Senior Financial Planning Strategist to join our High Net Worth Planning Services team in a role focused on estate, business, and tax planning for high-net-worth clients. You’ll translate complex concepts into practical strategies for financial advisors and clients, drawing on 10+ years of planning experience and CFP credentials. The role involves presenting at conferences, mentoring colleagues, and collaborating across levels to shape strategic direction. #J-18808-Ljbffr Advisor Group Inc.
$200k - $260k
...comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private... ...(proportion of on-site and remote work) will be discussed at the...Remote workSeniorHigh net worthFull time- Clients Blackbox, Inc. is looking for a Senior Paid Media Strategist in Washington, DC. You will own and... ...role offers a chance to work with high-net-worth clients and make significant... ...marketing efforts. Benefits include remote work and flexible schedules. #J-188...Remote jobSeniorHigh net worthFlexible hours
- ...their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has... ...going through a massive growth period and looking for a Senior Paid Media Strategist who owns their accounts end to end. The Opportunity...Remote workSeniorHigh net worthWork from homeFlexible hours
- ...services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct... ...in financial planning. This full-time, non-remote position requires strong analytical skills and a...Remote workSeniorHigh net worthFull time
- Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate planning, business planning, and... ...is required, with a hybrid in-office schedule and remote options considered. #J-18808-Ljbffr Advisor GroupRemote jobSeniorHigh net worthWork at office
$120k - $140k
...the Role Uplinq is hiring a Senior Tax Strategist to manage our Strategy team... .... Build development plans and growth paths for direct... ...credibility requirement for high-net-worth client strategy work, distinct... ...fast-paced, rapidly scaling remote startup environment. Why Join...Remote workSeniorHigh net worthFlexible hours- ...basis** We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal... ...the lead advisor for high net worth clients, turning sophisticated... ...Benefits ~ Remote work ~ Medical, dental,...Remote workSeniorHigh net worthImmediate start
$140k - $160k
...PlanningOpportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning ServicesLocation(s):... ...4 days weekly in the office. Non-remote employees must be willing to work... ...Senior Financial Planning Strategist to join our High Net Worth Planning...Remote workSeniorHigh net worthFull timeFor contractorsWork at office- SR Staffing is seeking a Senior Tax Strategy Advisor (CPA) for a fully remote, tax-only advisory role. You will work directly with business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession strategies. This...Remote jobSeniorHigh net worth
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre... ...scheduled Zoom consultations weekly with high-net-worth prospects generated through the... ..., not building a book. You’ll work remotely with a dedicated planning team handling implementation after...Remote jobSeniorHigh net worth
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote jobSeniorHigh net worth$90k - $300k
Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this... ...conduct 25-30 pre-scheduled Zoom consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated...Remote jobSeniorHigh net worthFor contractorsFlexible hours- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...Remote jobSeniorHigh net worthFlexible hours
$200k - $250k
...services clients is seeking highly consultative CFP®... ...sales team and help high net worth retirees make smarter retirement tax planning decisions. This is NOT... ...Position Overview: As a Senior Wealth Strategy Consultant... ...Opportunity: ~100% remote environment ~25-30 inbound...Remote workSeniorHigh net worthFor contractorsFlexible hours$130k - $150k
...integrating financial planning, investment management... ...planning strategies for our high new worth clients. For this... ...book of ultra-high-net-worth clients... ...coach Estate Planning Strategists Management of a service... ...over 10 lbs. #LI-Remote Application...Remote workSeniorHigh net worthFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- JPMorgan Chase & Co. seeks a Client 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...SeniorHigh net worth
$174k - $261k
...learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s... ...in assets for a select group of high-net-worth individuals, trusts, foundations,... ...background as a trust and estate planning attorney but do away with...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaFlexible hours$90k - $115k
...Juno Beach, Florida, seeks a Senior Tax Accountant. The role can... ...4 days in the office & 1 day remote. This firm offers a good work... ...tax returns* Preparation of high net worth individual returns* Review of... ...involving tax matters* Identify tax planning opportunities* Assist with...Remote workSeniorHigh net worthWork at office- ...Managing Director & Senior Wealth Strategist full-time Florida, Palm Beach,... ...complex estate and wealth planning deliverables, identifying and... ...Researches, writes, and publishes high-quality articles on complex... ...wealth planning for high-net-worth individuals and multi-...SeniorHigh net worthFull timeWork at office
- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns,...SeniorHigh net worth
- ...firm serving the Washington, DC area for over 100 years, is seeking a skilled Senior Tax Accountant to join our team. You will provide tax planning and compliance services to high-net-worth individuals and closely held businesses while supporting auditing and accounting...SeniorHigh net worth
$200k - $220k
...City is seeking a skilled tax professional with a CPA designation and at least 7 years of experience in preparing tax returns for high-net-worth clients. The role involves complex tax preparation, research, and developing client relationships. The ideal candidate will...SeniorHigh net worth$90k - $120k
...looking for a dedicated Tax Senior to join our team in Indianapolis... ...that offers a balance of remote work and in-office collaboration... ..., review, and strategic planning.Position HighlightsHybrid work... ...manage complex tax profiles and high net worth client portfoliosStrong career...Remote workSeniorHigh net worthWork at officeLocal area- A leading bank seeks a Private Bank Senior Credit Officer in Los Angeles, responsible for overseeing credit approvals and managing a high-quality portfolio for private banking clients including high-net-worth individuals. The ideal candidate will have over 10 years of...SeniorHigh net worth
- Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement...SeniorHigh net worthFlexible hours
- Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending,...SeniorHigh net worth
- ...Financial Group LLC seeks an experienced Tax Strategist at our St. Louis Headquarters to deliver forward-looking federal and state tax planning for clients and financial advisors... ...while collaborating with CPAs and other senior leaders in a dynamic firm culture committed...SeniorHigh net worth
- Larson Financial Group LLC seeks an experienced Tax Strategist to provide forward-looking federal and state tax planning for clients and advisors nationwide from its St. Louis headquarters. The Tax Strategist will lead tax research, planning, and projections, staying current...SeniorHigh net worth
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences...SeniorHigh net worth$125k - $160k
...Senior Manager - Tax Subject Matter Expert - Pass Thru Companies $125,000 - $160,0... ...with a strong concentration in tax with high net worth pass thru clients. Work closely with partners... ...issues - tax review tax returns; tax planning, consulting, pass thru solutions. Must...Remote workSeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior High Net Worth Planning Strategist - Remote. Be the first to apply!
- senior brand strategist Scottsdale, AZ
- strategist Scottsdale, AZ
- strategy consultant Scottsdale, AZ
- investment strategist Scottsdale, AZ
- media strategist Scottsdale, AZ
- communications strategist Scottsdale, AZ
- design strategist Scottsdale, AZ
- business strategist Scottsdale, AZ
- senior strategy consultant Scottsdale, AZ
- technology strategist Scottsdale, AZ



