In-House Senior Wealth Strategist - Estate & Tax (Remote)
New England Legal Search Ltd.
New England Legal Search is seeking an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate planning, financial planning, and tax considerations, with a minimum of 7 years’ experience. Responsibilities include crafting sophisticated estate plans, meeting clients and their advisors, and coordinating with other professionals. The position is located in the Northeast (New York or Boston preferred) and is primarily #J-18808-Ljbffr
- ...Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex... ...planning, financial planning, and tax considerations. Responsibilities include...Remote workSeniorTax
$130k - $150k
...in Financial ServicesSenior Estate Planning Strategist, High Net Worth Planning ServicesLocation... ...strategies, trust design, wealth transfer planning, and... ..., individual and corporate tax returns, buy-sell agreements... ...: Scottsdale, AZ; Remote-WY; Remote-WV; Remote-WI; Remote...Remote workSeniorTaxFull timeFor contractorsWork at office- ...Wilmington Trust seeks an experienced Wealth Strategist to advise ultra-high-net-worth families on estate, trust, tax and wealth transfer planning. You will solve sophisticated planning challenges and work with a team of wealth management specialists. The role targets...SeniorTax
$200k - $240k
...visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...will help clients understand their estate planning, tax planning, philanthropic vehicles,... ...arrangement (proportion of on-site and remote work) will be discussed at the time...Remote workSeniorTaxFull time$174k - $261k
...ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital... ...company, offering comprehensive wealth management, and overseeing... ...and billing in this in-house, non-practicing attorney... ..., and our internal tax, legal, trust and wealth advisory...HouseSeniorTaxFull timeTemporary workWork at officeLocal areaFlexible hours- ...Bank of America in the United States seeks an Executive Wealth Strategist to act as quarterback for the executive relationship, delivering tailored wealth, tax, estate, and financial planning aligned with company programs. The role partners with advisors across investment...SeniorTax
- ...PNC Financial Services Group, Inc. is seeking a Wealth Strategist III in Indianapolis to develop and implement tax, estate, and financial plans for clients with complex needs. You will collaborate with planning resources, grow assets under management and deepen client...SeniorTax
- ...Northern Trust—Wealth Strategist role seeks a seasoned professional to lead new business development among UHNW individuals and families. You will drive client acquisition, advise on estate and tax planning, and coordinate with specialists to deliver comprehensive wealth...SeniorTax
$120k
...Wealth Strategist - Tax Wealth Script Advisors | Fully Remote | $120,000 plus bonus At Wealth Script Advisors... ...work, and grow into a senior leadership and partnership... ...build the firm's in-house tax preparation arm from... ...insurance, liability, estate primers, medical coverage...Remote workHouseTaxTemporary workWork at office- ...the opportunity. Zions Wealth is a specialized... ..., financial planning, estate and tax planning, business succession... ...Wealth Planners and Senior Wealth Planners to effectively... ...Wealth Planning Strategist position and is not eligible for hybrid or remote work arrangements....Remote workSeniorTaxWork experience placementWork at officeLocal areaFlexible hours
- ...PNC Financial Services Group, Inc. is seeking a Sr Wealth Strategist based in San Francisco, Phoenix, or Denver to lead complex tax, estate, and financial planning for high-net-worth clients. You will consult with planning teams and drive new client acquisitions while...SeniorTax
- ...Rockefeller Capital Management, through the Rockefeller Private Office, seeks a Senior Wealth Strategist to develop, consult on, and implement tax, estate, and financial plans for ultra-high-net-worth clients. You will collaborate with Private Advisors and external partners...SeniorTaxWork at office
- ...including holistic financial planning, tax and estate planning services via trusted 3rd... ..., and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our... ...initiatives/projects within and across Wealth Management Advice & Solutions (WMAS)...SeniorTaxTemporary workWork at officeHome officeFlexible hours
- Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients...SeniorTax
- ...in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for... ...relationships, delivering personalized wealth, tax, estate, and financial planning guidance based... ...specialists to tailor solutions for senior leaders. This role emphasizes...SeniorTax
- ...Job Description Senior Wealth Strategist opportunity in Denver to serve sophisticated HNW clientele with deep expertise in estate planning, tax strategies, and wealth transfer. \n \n \n Partner with Relationship Managers and clients to develop comprehensive wealth...SeniorTax
- Nuveen seeks a Wealth Planning Strategist to deliver sophisticated estate and tax planning guidance for high-net-worth clients, partnering with Wealth Management Advisors to strengthen relationships and drive financial services growth. You will help educate clients, draft...SeniorTax
- ...Oxford Financial Group in Atlanta, GA seeks a Senior Wealth Strategist to produce and review complex estate and wealth planning deliverables, interpret intricate documents... ...requires a strong background in estate and tax planning for high-net-worth families, with excellent...SeniorTax
- 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...SeniorTax
- Rockefeller Capital Management seeks a Senior Wealth Strategist in the Private Office to develop, consult on, and implement tax, estate and financial plans for the firm's most sophisticated clients. You will collaborate with Private Advisors to deepen relationships and...SeniorTaxWork at office
- ...application process. Managing Director & Senior Wealth Strategist full-time Florida, Palm Beach, FL,... ...for producing and reviewing complex estate and wealth planning deliverables, identifying... ...providing firm-wide support on tax and estate planning issues, writing and...SeniorTaxFull timeWork at office
- ...Job Description Senior Vice President, Private Wealth Advisor \n \n We're partnered... ...planning, trust and estate, and family governance,... ...resources. This is a fully remote senior seat for an... ...Planning: Partner with in-house investment, tax, trust, and estate specialists...Remote workHouseSeniorTaxWork at officeLocal area
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required... ...comprehensive in‑house services spanning investment... ...management, advanced tax planning, and multi‑... ...understands advanced estate and legacy planning but... ...serve as the lead strategist on sophisticated engagements...Remote jobHouseSeniorTaxFull timeWork at officeFlexible hours$200k
...Senior Wealth Advisor Multi-Family Office Increase your chances of reaching the interview stage by reading the complete... ..., lifestyle management, philanthropic advisory and in-house trust & estate and tax expertise Institutional-quality investment platform...HouseSeniorTaxWork at officeImmediate startRelocation package3 days per week- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the... ...by providing them with advanced estate planning, income tax and financial planning analysis.... ...office regularly.Experience working remotely with demonstration of the ability...Remote workSeniorTaxFull timeWork experience placementWork at officeRelocation package
- ...a dynamic and experienced Senior Manager to join our Housing and Community Development... ...deep expertise in Historic Tax Credits (HTC) and New Markets... ..., tax, consulting, and wealth management firms. But dig... ...is: $135,000-$185,000#LI-Remote#LI-CD1This application window...Remote workHouseSeniorTaxFlexible hours
- ...The Mather Group in Dallas, TX is seeking a Tax Senior Associate to advance tax compliance, planning and client service for high net worth individuals and businesses. You will lead tax return reviews, develop strategies, mentor Tax Associates, manage timelines, and...SeniorTax
$100k - $360k
...Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct consultations with high... ...-worth individuals regarding retirement tax planning. This role revolves around sophisticated... ...$100,000 to $360,000 per year, this remote position allows for a flexible schedule,...Remote workSeniorTaxFlexible hours$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 workSeniorTax- ...guiding them through complex estate planning, business... ...and deliver integrated wealth planning solutions... ...Collaborate with internal legal, tax, credit, and investment... ..., and influence at senior levels of the... ...eligible to practice in-house. Minimum of 10 years of...HouseSeniorTaxImmediate startDay shift
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