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.
$130k - $150k
...HereOsaic CareersSenior Advanced Financial Planning Opportunity in Financial ServicesSenior Estate Planning Strategist, High Net Worth Planning ServicesLocation(s):2300 Windy... ...Apply HereSummaryLocation: Scottsdale, AZ; Remote-WY; Remote-WV; Remote-WI; Remote-WA; Remote...Remote workSeniorHigh net worthFull timeFor contractorsWork at office- Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and related legislative developments for ultra‑high-net-worth clients. The ideal candidate...Remote jobSeniorHigh net worth
- Advisor Group Inc. is seeking a highly experienced Senior Estate Planning Strategist for its High Net Worth Planning Services team. The role focuses on sophisticated estate planning strategies, trust design, wealth transfer planning, and related legislative developments...Remote jobSeniorHigh net worth
- Osaic seeks a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting...Remote jobSeniorHigh net worth
- Osaic is seeking a Senior Estate Planning Strategist to join our High Net Worth Planning Services team. The role requires deep trusts-and-estates practice, ability to analyze complex documents, and communicate sophisticated concepts to financial advisors. The ideal candidate...Remote jobSeniorHigh net worth
- Osaic, based in the United States, is seeking a highly experienced Estate Planning Strategist to join its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and related regulatory developments...Remote jobSeniorHigh net worth
$115k
...their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has... ...is in a major growth period, and we're looking for a Senior Paid Media Strategist / Paid Media Lead who can own client performance across...Remote workSeniorHigh net worthWork from homeFlexible hours- Clients Blackbox, Inc. is seeking a senior paid media strategist to own client performance across Meta... ...-response copy and VSL scripts for high-net-worth audiences. The role requires 5+ years... ...and appointment-setting funnels. Remote-friendly, with home-based work options...Remote jobSeniorHigh net worthWork from home
- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist / Paid Media Lead to own client performance across Meta advertising, strategy... ..., lead client conversations, and drive conversions for high-net-worth prospects. You’ll write direct-response copy and VSL scripts...Remote jobSeniorHigh net worth
- ...National Bank's Wealth Strategy team seeks a Wealth Strategist III to deliver the bank's intellectual capital to high net worth and complex clients and internal advisors. You... ...deliver estate, transactional, and financial plans, and ensure solutions are applied consistently...Remote jobSeniorHigh net worthWork at office
- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across media buying, strategy, messaging, and creative... ...client conversations, and drive measurable results for high-net-worth prospects. You will write direct-response copy and VSL...Remote jobSeniorHigh net worth
- Osaic is seeking a Senior Estate Planning Strategist to join our High Net Worth Planning Services team. The role requires deep legal expertise in trusts and estates, sophisticated wealth transfer planning, and the ability to translate complex concepts for financial advisors...Remote jobSeniorHigh net worth
- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across media... ...appointment-driven campaigns for high-net-worth prospects. You’ll develop testing strategies... ...from ads to conversions. This is a remote role with strong accountability and...Remote jobSeniorHigh net worthFlexible hours
- Clients Blackbox is seeking a Senior Paid Media Strategist to own client performance across Meta campaigns, strategy, and copy testing. You will... ...direct-response messages, and optimize funnels for high-net-worth leads across multiple accounts. You’ll report to the Associate...Remote jobSeniorHigh net worth
$115k
...their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has... ...is in a major growth period, and we're looking for a Senior Paid Media Strategist / Paid Media Lead who can own client performance across...Remote workSeniorHigh net worthWork from homeFlexible hours- Clients Blackbox, Inc. in the United States seeks a senior hands-on performance marketer who can operate beyond Ads Manager. You’ll... ...generation, and write direct-response copy and video scripts for high‑net‑worth audiences. Reporting to the Associate Director of Operations,...Remote jobSeniorHigh net worth
- Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across media buying, strategy, messaging, creative... ...conversations, and drive appointment-based lead generation for high-net-worth audiences. You will write direct-response copy and video...Remote jobSeniorHigh net worth
- ...Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. This senior role leads client performance across media buying, strategy, messaging, and creative testing. You will own a...Remote jobSeniorHigh net worth
$200k - $240k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for... ...with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth... ...(proportion of on-site and remote work) will be discussed at...Remote workSeniorHigh net worthFull time$130k - $150k
...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- 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
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations weekly with high-net-worth prospects. You’ll educate on retirement tax strategies... ..., with extensive coaching and a fully remote setup. #J-18808-Ljbffr Curvion BlueRemote jobSeniorHigh net worth
- ...Wealth Management client to identify a Senior Tax Wealth Strategist. The work is advisory and forward-... ...design, multi-state and residency planning, and owner transaction planning. These... ...who has experience working with high net worth clients, and you are interested in moving...SeniorHigh net worth
- ...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
$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... ...This Opportunity 100% remote environment 25-30 inbound...Remote workSeniorHigh net worthFor contractorsFlexible hours$153.7k - $284.1k
Senior Wealth StrategistLocation: This position may be based anywhere... ...seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.This role is ideal for a...SeniorHigh net worthFull timeWork experience placementWork at office$130k - $150k
...by integrating financial planning, investment management,... ...planning strategies for our high new worth clients. This role is remote, with a strong... ...Build book of ultra-high-net-worth clients Reviewing... ...and coach Estate Planning Strategists Management of a service...Remote workSeniorHigh net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated wealth solutions for high-net-worth clients. You will collaborate with internal teams and external advisors to provide proactive...SeniorHigh net worth
$102k - $208k
...DescriptionSummary:The Wealth Strategist III is responsible for... ...Bank's intellectual capital to high net worth and complex clients and internal... ..., estate, and financial plans to high net worth clients.Ensuring... ..., and do their best work. Remote roles will also have the...Remote workHigh net worthFull timePrivate practiceWork at officeWork from homeFlexible hours- ...Tax Manager in Grapevine, TX to deliver year-round tax planning and strategic advisory for high-net-worth clients and business owners. You will be the primary... ...this fast-paced environment, you will partner with senior advisors, prepare and review complex federal and state...SeniorHigh net worth
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