Senior Wealth Planner & UHNW Estate Strategist
HSBC
HSBC Wealth & Personal Banking US is seeking a Senior Wealth Planner to work with high and ultra-high net worth clients, advising on complex income and estate tax, asset protection, and generational planning. This role sits within the Wealth Planning & Advisory team and partners with Relationship Managers to deliver superior client service. The Senior Wealth Planner will serve as a client-facing expert, collaborating with internal stakeholders and external counsel to tailor holistic planning #J-18808-Ljbffr HSBC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & UHNW Estate Strategist in Miami, FL vacancy
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs. The role partners with advisors across investment...Senior
- ...communities and the planet we all share. The Senior Wealth Planner is a contributing member of HSBC’s... ...Advisory (WPA) team of global trust, estate planning, financial planning, family governance... ...affluent through Ultra High Net Worth (UHNW) segments. A cornerstone piece of HSBC’...SeniorPrivate practiceWork at officeLocal area
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment... ...across teams to deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services. This...SeniorRemote job
- Northern Trust seeks a Senior Portfolio Advisor II to manage investment activity for a defined set of high-net-worth client portfolios and provide advisory leadership to clients and co-trustees. You will work with the client service team to tailor investment programs,...Senior
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...Senior
- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting firm, focusing on high-net-worth clients... ...engagements, mentor staff, and drive strategic advisory in wealth transfer and estate planning. This role blends technical tax expertise with...SeniorFlexible hours
- Jobot in Florida seeks a partner-level Trusts & Estates attorney with a minimum of 6 years’ experience to guide sophisticated estate, wealth, and tax planning for high‑net‑worth individuals and multinational families. You will design complex domestic and international...SeniorWork at office
- Crowe is seeking a Senior Tax Manager for the IronSpire Group to advise ultra-high-net-worth individuals and families on complex tax planning, estate and gift strategies, and wealth transfer opportunities. You will lead engagements, review compliance, mentor junior staff...SeniorRemote job
- A prominent wealth management firm based in Aventura, FL is seeking a Senior Wealth Manager to provide comprehensive advice to high net worth clients. Responsibilities include tax and estate planning, financial guidance, and relationship management with private bankers...Senior
- Aligned Wealth is a purpose-driven family office solution for families... ...: We are seeking a Wealth Strategist to join the Aligned Wealth team... ...sophisticated ultra-high-net-worth (UHNW) clients. This role centers on... ...— spanning cash flow, estate, tax, business succession, and...Temporary workWork at office
- ...following job description: Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets under management at Truist driving positive client...Full timePart timeWork experience placementWork at officeShift workDay shift
Truist Inc
Miami, FL4 days ago - Kovoro, a boutique private wealth law firm with Brickell offices, seeks an experienced Estate Planning & Trusts Attorney to support a growing Latin American and domestic UHNW client base. You will draft complex trusts, wills, powers of attorney, and healthcare directives...Senior
- Bank of America is seeking an experienced investment professional to work with high-net-worth clients, designing and managing customized investment strategies across asset classes, including asset allocation, security selection, and risk management. The role emphasizes ...Senior
- A leading global financial services company is seeking a Sr. Analyst for Wealth Relationship Management. This role involves building relationships with affluent clients, providing tailored financial solutions, and ensuring adherence to regulatory requirements. Candidates...
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent demonstrated through...SeniorFull timeWork experience placementWork at office
- ...Senior Wealth Advisor Apply ( locations Miami, FL time type Full time posted... ...Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives... ...advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate...SeniorFull timeLocal areaRemote work
Vanguard
Miami, FL5 hours ago - Alvarez & Marsal is seeking a Senior Consultant to join its Healthcare Industry Group in Miami. You will work closely with healthcare clients on complex engagements, applying independent judgment and critical thinking to frame situations and deliver practical solutions...Senior
$63k - $95k
...for innovation and creating the best experience for job seekers. (*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization. Our team focuses on driving revenue...SeniorWork experience placementLocal areaIndeed
Miami, FL3 days ago- Senior New Account Onboarding - Wealth Management Senior New Account Onboarding - Wealth Management 2 days ago Be among the first 25 applicants We are... ...Farmer) - Miami(US) Domestic Clients Citi Private Bank - UHNW Investment Counselor - Director / MD Miami, FL $200,000....SeniorFull time
- Nurp is seeking a senior AI ML quantitative researcher to deepen and scale alpha discovery and portfolio decision making. The role focuses on applying advanced machine learning to existing strategies, signals, and live portfolios. The position offers a competitive salary...SeniorWork at officeRemote work3 days per week
- Avenue Z Company in Miami is seeking a Senior Paid Social Strategist to manage multi-channel paid social campaigns. You will independently handle campaign planning, execution, and reporting, while collaborating with creative teams to achieve outstanding client results....SeniorFull time
- Greenberg Traurig is seeking a senior Associate in the Financial Regulatory & Compliance Practice. The position can be based in its Miami office or other U.S. offices such as DC, New York, Chicago, Atlanta, Phoenix or Dallas, offering a comprehensive benefits package....SeniorWork at office
- A fast-growing advertising agency is seeking a Google Ads Specialist to manage and optimize Google Ads campaigns. The ideal candidate should have 5-8 years of hands-on experience with a proven ability to handle multimillion-dollar budgets. Key responsibilities include planning...SeniorRemote job
- Claremedica is seeking a Senior Provider Relations Representative to manage strategic relationships across our specialty and ancillary provider network. You will act as a key liaison with large multi-specialty groups, ASCs, imaging centers, and diagnostic facilities while...Senior
$108k - $162k
Viatris Specialty LLC in Miami is seeking a Senior Sales Representative for the Pain sector. This role involves developing and executing a territory business plan, conducting sales presentations to clients, and achieving sales goals within ethical standards. Candidates...SeniorRemote job- Santander Holdings USA, Inc. is seeking a Senior Associate in Technology Risk Management to oversee tech and cybersecurity risk across operating entities. You will engage with IT, CISO, Data Office, and Internal Audit to assess, report, and manage risks in a regulated...SeniorWork at office
- Carnival Cruise Line is seeking a Supply Chain Senior Specialist to support inventory planning, forecasting, and allocation for shipboard retail, warehouses, and eCommerce platforms. The role involves data-driven decision-making to optimize stock, reduce aging, and improve...Senior
- Gallagher is seeking a Risk Control professional to join our National Risk Control team. You will analyze risk and loss data, develop innovative risk improvement programs, and lead projects with cross‑functional teams to improve client outcomes. You will work with clients...Senior
- Miami Children’s Hospital is seeking a Sr Purchasing Contract Specialist to assist in the management of purchasing and contract review processes. The role involves negotiating pricing agreements and ensuring compliance with hospital policies. The ideal candidate will have...SeniorContract work
- Sustainable Talent is hiring a Senior Sourcer to support Ford Racing, focusing on building candidate pipelines and collaborating with recruiters. This remote role requires expertise in niche talent sourcing, strong communication, and organizational skills. The ideal candidate...SeniorRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & UHNW Estate Strategist. Be the first to apply!
Related searches
- retail planner Miami, FL
- distribution planner Miami, FL
- facilities planner Miami, FL
- business continuity planner Miami, FL
- corporate meeting planner Miami, FL
- capacity planner Miami, FL
- senior planner Miami, FL
- airport planner Miami, FL
- materials planning & execution specialist Miami, FL
- planning specialist Miami, FL