Senior Wealth Strategist - HNW Planning
United Community Banks Inc.
A prominent financial institution is seeking a Wealth Strategist in Brentwood, TN. This full-time position requires a strong background in financial planning, with a focus on developing personalized financial plans for high-net-worth clients. The ideal candidate will have at least 5 years of experience and possess a Certified Financial Planner designation. Responsibilities include conducting financial assessments and collaborating with various professionals to deliver comprehensive advice. Join a team dedicated to client success and community engagement. #J-18808-Ljbffr United Community Banks Inc.
- ...Wealth Strategist We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You...High net worthFull timeLocal areaRemote work
$157.2k
...confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized... ...estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client...High net worthHourly payWork at officeFlexible hours- ...Who You'll Work With: The Senior Investment Strategist & Head of Taxable Fixed Income US Retail, partners with both the investment team and... ...services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000...Senior
- ...THE ROLE This is a Wealth Advisor seat on the firm’s flagship team, working directly alongside... ...comprehensive wealth advisory: financial planning, client meetings, preparation and follow-... ...strategy, taxes, and estate planning for HNW and UHNW clients Prepare for, participate...High net worthWork at office
- FTI Consulting is seeking a Communications professional to help plan and execute comprehensive client programs in the United States. You will write and edit memos, press materials and presentations, and support measurement, media targeting and thought leadership initiatives...Senior
- CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This role includes support of our centralized financial planning model and onboarding new...Senior
$80k - $110k
...Rennert & Feldman is seeking a Senior Tax Staff Accountant, ideally... ...Perform tax research and planning, as needed, to solve client's... ...working with entertainment and HNW individuals is highly preferred... ...services organization offering wealth management, family office, and...SeniorHigh net worthWork at officeLocal area- ...A leading financial services firm is seeking a Wealth Strategist to manage complex financial needs for high-net-worth individuals and families... ...ideal candidate will develop and implement tax and estate plans, lead client meetings, and collaborate with various advisors....SeniorHigh net worth
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...personal income, estate and gift tax and wealth retention strategies, as well as taxation... ...current tax developmentsIdentifies tax planning and consulting opportunitiesParticipates...SeniorHigh net worthWork at office
- ...licensed CPA firm.Job SummaryWe are looking for a Tax Senior to join our High Net Worth (aka Family Wealth Services) practice group. Tis candidate will prepare... ...quarterly estimates and providing year-end tax planning. The Tax Senior is responsible for sustaining excellent...SeniorHigh net worthFull timeContract workWork at officeFlexible hours
$110k - $130k
Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary... ...AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment... ...risk management team, business heads and senior management on risk management efforts and...High net worthFull timeTemporary workWork experience placement- ...Elliott Davis, PLLC), a licensed CPA firm.We are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice. This candidate will consult on complex gifting and estate planning, as well as oversee the tax preparation process primarily...SeniorHigh net worthFull timeContract workWork at officeFlexible hours
$150k - $250k
...message the job poster from The KXN Senior Network Consultant at The KXN |... ...on behalf of a successful Wealth Management firm seeking an experienced... ...as the primary advisor for UHNW/HNW clients, delivering highly personalized financial planning and advice. Build and oversee...High net worthFull timeRemote workFlexible hours- ...Talent is partnering with a client to search for a Senior Tax Manager to play a leadership role within its... ...advisor to high‑net‑worth clients, lead complex tax planning initiatives, and act as a senior partner to Wealth Advisors across the firm. The Senior Tax Manager...SeniorHigh net worthFull timeWork at office
- TwinThread in Nashville, Tennessee is seeking a Senior Home Lending Advisor to leverage your expertise in home lending products and serve as the primary point of contact for customers throughout the loan process. This position requires a strong background in mortgage lending...Senior
- Dollar General seeks a Communications Senior Specialist to develop data-driven internal communications and manage content across channels... ...governance and change communications. Responsibilities include planning, publishing strategy, and ensuring alignment with business...Senior
- Republic Bank in Tennessee seeks a Sr Commercial Banking Officer to develop and manage a portfolio of business clients, focusing on depository, lending, and fee-based opportunities. You will analyze financial statements, structure moderate-to-complex loan packages, and ...Senior
- Dollar General Corporation is seeking a Communications Senior Specialist to develop data-driven, audience-focused internal communications that align with business priorities and engage employees. You’ll partner on content strategy, manage DGme platforms, and collaborate...Senior
- ...Private Wealth Advisor (PWA) One of the largest and oldest financial institutions in... ...clients holistically on wealth and estate planning, investments, banking, credit, real estate... ...Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor,...High net worthTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$75k - $125k
CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices...SeniorTemporary workWork at officeLocal areaFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...automation and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeSecond jobH1b- ..., and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation... ..., evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors'...High net worth
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in... ...to the development of innovative tax planning solutions and methodologies- Coaching and...SeniorFull timeH1bLocal area- ...Job Description Senior Tax Manager Nashville, TN | Leadership Opportunity | Public Accounting Ready to Take the Next Step... ...Responsibilities Lead complex tax engagements from planning through delivery Review and prepare complex federal and state...SeniorHigh net worthFlexible hours
$126.82k - $149.2k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...High net worthTemporary workWork experience placement3 days per week- ...Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance services , identifying opportunities for savings and improved efficiency Review complex returns and research technical...SeniorHigh net worthFull timeRemote workFlexible hours
$100k - $175k
...Job Title: Senior Tax Manager Job Type Full-Time Location Nashville, TN (On-site) Position Overview We are... ...Manager to lead complex tax engagements, provide strategic tax planning, and oversee tax compliance for a diverse client portfolio. This...SeniorHigh net worthFull timeLocal area$104.87k - $143.01k
...Procurement Sourcing Category Strategist provides day-to-day... ...this role interact daily with senior and executive level associates... ...industry conditions and develops plans to procure goods not related... ...Corporate / Consumer Banking, Wealth Management, Treasury Management...Full timeWork at officeFlexible hours- ...Accounting team of AB is in search of an AO - Senior Accountant of Investment Accounting to... ...closely with Treasury, Tax, Financial Planning and Analysis, Legal, IT, other business units... ...clients, retail investors, and private-wealth clients in major markets around the globe...SeniorFull time
$91k - $321.5k
...services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...compliance and tax planning guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects, innovate...SeniorHigh net worthFull timeH1bRemote work
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