VP, Estate Planning Strategy for Ultra-High Net Worth
$110k - $190kMorgan Stanley
Morgan Stanley is seeking an experienced professional for an estate planning role in Atlanta, GA. Candidates must hold a J.D. and have a minimum of 5 years of experience with trusts and estates. This position involves working closely with ultra-high net worth clients and collaboration with attorneys and accountants. Knowledge of U.S. estate planning and tax strategies is essential. The expected base pay ranges from $110,000 to $190,000, dependent on experience and qualifications. #J-18808-Ljbffr Morgan Stanley
$110k - $190k
PowerToFly is looking for an Estate Planning Strategist, Vice President based in Atlanta. The role involves collaborating with senior... ...advisors to provide expert guidance on estate and tax planning to high-net-worth clients. The ideal candidate has a J.D. and at least 5...High net worth- Estate Planning Strategist, Vice President Responsibilities and Skills To work with senior... ...advisors to build relationships with ultra-high‑net‑worth clients and prospects concerning estate... ...graphical summaries of documents and strategies. Work with team analysts to prepare...High net worthTemporary work
$110k - $190k
Dormont Manufacturing Co is seeking a Vice President as an Estate Planning Strategist to work with high-net-worth clients on estate and tax planning strategies. The ideal candidate will possess a minimum of 5 years' experience, a J.D., and a strong knowledge of U.S. estate...High net worth- ...GRP is seeking a Wealth Planner in Atlanta, Georgia. The Wealth Planner will prepare estate and wealth planning analyses, supporting high-net-worth clients with financial strategies. This role involves developing strategies, providing technical guidance, and staying updated...High net worthFull time
- ...services firm is looking for a Vice President in Wealth Planning and Advice in Atlanta. The role focuses on providing tailored financial planning and tax strategies to clients, requiring extensive knowledge in tax and estate laws. Candidates must have a relevant degree and...Suggested
- Goldman Sachs Group, Inc. seeks a Private Wealth Advisor to create comprehensive wealth management plans for high net worth clients. You will build business through strong client relationships and provide tailored investment advice leveraging Goldman Sachs' extensive resources...High net worth
$110k - $190k
...Estate Planning Strategist, Vice President Responsibilities and Skills To work with... ...advisors to build relationships with ultra-high net worth clients and prospective clients... ...graphical summaries of documents and various strategies Working with team analysts to...High net worthFull timeTemporary work$150k - $180k
JobTitle: Attorney - Trust & Estate Location: Atlanta, GA 30... ...Consultant and lead a high-performing planning team. This role offers... ...client base includes high-net-worth and ultra-high-net-worth individuals... ...Advise clients on complex tax strategies to minimize estate tax...High net worthContract workFor contractors$170k - $200k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...: The Wealth Strategy team is part of our Wealth... ...strategies for our high-net-worth clients. We are a collaborative... ...to high‑net‑worth and ultra‑high‑net‑worth...High net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift$225k - $340k
Chicago | Hybrid Trusts & Estates Associate Attorney AmLaw 100 Opportunity... ...interested in working with high-net-worth individuals, families, family... ...on sophisticated estate planning, wealth transfer, trust... ...practice High-net-worth and ultra-high-net-worth client base Direct...High net worthWork at office$145k - $170k
...Associate Director, Financial Planning & Analysis Boston, MA; New York... ...wealth management firm serving ultra-high net worth families, single family offices... ...across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic...High net worthWork at officeRemote workFlexible hours$70k - $90k
...growing wealth management firm serving ultra-high net worth families, single family offices,... ...advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning...High net worthInternshipWork at officeFlexible hours$180k - $210k
...financial affairs of the high-net-worth families, resulting in... ...firm serving ultra-high net worth families... ...as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic...High net worthWork experience placementWork at officeFlexible hours- ...sophisticated investment strategies across private equity,... .... ROLE OVERVIEW The VP, Product will own the end... ...in startup or high-growth environments, and... ...operational integration plan Build and maintain a repeatable... ...supporting RIAs, high-net-worth clients, or investment...High net worthWork at office
- ...creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as... ...to advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic planning and...High net worth
$174.32k - $261.48k
...responsibility over technical strategy and affects a sub‑function.... ...will be distinguished and highly accomplished at establishing... ...investment relationships with ultra‑high net worth clients. They should be... ...alternative investments with wealth planning and private banking services...High net worthLocal area- ...Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris... ...Georgia. Responsibilities include advising high-net-worth individuals on complex wealth transfer strategies, drafting estate planning documents, and collaborating with fiduciaries...High net worth
- ...comprehensive personal financial planning, investment planning and tax services to high-net-worth families and corporate... ...traded fixed income and equity strategies as well as alternative investment... ...client retirement, insurance and estate-planning analyses. Preparing clients...High net worth
$70k - $100k
...owned wealth management firm that serves ultra-high net worth families, single family offices, and... ...investment advice. We provide tax planning and compliance, insurance and risk management... ..., lifestyle management, wealth and estate planning, trust services, and...High net worthWork experience placementInternshipWork at officeFlexible hours- Trust & Estate Associate - Atlanta, GA Description Fox Rothschild... ...our Taxation and Wealth Planning Department. This role is ideal... ...practitioner who advises high-net-worth individuals on complex wealth... ...through thoughtful, customized strategies that reflect evolving tax...High net worthFull timeFor contractorsWork at office
- ...Vice President, Finance & Strategy To Apply Now – email your resume... ...****@*****.*** Who: A high-growth, multi-site organization... .... The role blends strategic planning, FP&A leadership, executive reporting... ..., respect, and excellence VP Finance & Strategy in Atlanta...Immediate start
- ...practice. The firm is highly regarded for its commitment... ...reputation in trusts & estates, private wealth management, estate planning, business planning, and... ...estate planning, high-net-worth planning, or related... ..., and asset protection strategies Represent high-net-worth...High net worthPrivate practiceWork at officeFlexible hours
- Fox Rothschild LLP is looking for a Trust & Estate Associate based in Atlanta, GA. The ideal candidate... ...of experience supporting our Taxation and Wealth Planning Department. Responsibilities include advising high-net-worth individuals on complex wealth transfer and estate...High net worth
$240k - $265k
...The Role The VP, Strategy & Sales Enablement serves as the connective... ...Your Day-to-Day Strategic Planning & Business Intelligence... ...degree in business, Finance, Real Estate, Hospitality Management, or related... ...to lead, coach, and inspire high-performing teams in a fast-...Work at officeRemote workWorldwideShift work3 days per week- ...deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically with the ultra-high-net-worth market. Responsibilities include generating new client revenue,...High net worth
- Aligned Talent Acquisition seeks a Trusts & Estates Associate Attorney for a nationally recognized law firm in Chicago. This role involves working with high-net-worth clients on estate planning, wealth transfer, and trust administration. Candidates should have 3-6 years...High net worth
- ...Description Tax Manager - High Net Worth - Remote Who: An... ...with 5+ years of ultra-high-net-worth public... ...environment focused on strategy, communication,... ...review of 1041 trust and estate income tax returns.... ...recommendations. - Oversee planning, organizing, and...High net worthFull timeWork at officeImmediate startRemote work
- AMS-Staffing-Inc is seeking a Trust & Estate Attorney in Atlanta, GA. This contractor... ...and the autonomy to lead a high-performing planning team. Ideal candidates have a strong background... ...delivering integrated solutions for high-net-worth clients. #J-18808-Ljbffr AMS-Staffing...High net worthFor contractors
- ...Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite... ...Management Americas in the Atlanta GA market. We help high net worth and ultra-high net worth individuals and families meet their financial...High net worthFlexible hours
- ...businesses provide financial planning, investment management,... ...range of clients, including ultra-high net worth and high net worth individuals... ...and deliver customized strategies drawn from our deep investment... ...which may include tax and estate planning, philanthropic planning...High net worthApprenticeship
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