Senior UHNW Wealth Advisor — Estate & Planning
Legacy Advisors, LLC
A prominent Wealth Management firm in Plymouth Meeting, PA is seeking an experienced Financial Advisor with a relationship-driven focus. The role requires strong experience and integrity, with responsibilities including managing relationships with ultra-high net-worth clients and collaborating with internal experts to provide comprehensive financial advice. The ideal candidate will thrive in a team-based environment and is expected to uphold the firm's core values of excellence and client-first service. #J-18808-Ljbffr Legacy Advisors, LLC
- A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative environment. The ideal candidate should... ...integrating investment management and estate planning. The firm provides comprehensive...Senior
- ...Senior Wealth Advisor About the Company Prominent regional investment management firm Industry Financial Services Type... ...management advice, including but not limited to, tax and estate planning, financial planning, asset allocation, cash flow analysis,...Senior
- Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work closely with the Business Development team to grow the client base and deliver tailored strategies. The role emphasizes building...Senior
- ...Description Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 150-350... ...eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing... ...development through alignment with an estate and retirement planning organization...SuggestedImmediate startFlexible hours
- ...Brothers , America's leading builder of luxury homes seeks a Senior Financial Analyst, FP&A for our corporate office located in Fort... ...Ensure data accuracy and integrity across financial planning applications and reporting All other duties as assigned Don...SeniorWork at officeLocal area3 days per week
$105.4k - $207.8k
...transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability... ...ends on 09/28/2026. Work you'll do As a Senior Consultant on the M&A team, you will be... ...synergy assessments, and implementation plans aligned to client objectivesCreating...SeniorLocal areaVisa sponsorship$95.55k - $195.25k
...do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations... ..., Operating Flowthroughs, Individuals, Estates & Trusts, and Indirect Tax services, as... ...Responsibilities include:Support project planning (workplans, milestones) and deliver...SeniorWork at officeLocal areaVisa sponsorship$120k - $150k
...Wealth Advisor The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning and investment strategies. This role also involves onboarding new clients through various...Local areaFlexible hours$92.87k - $152.57k
...Financial Advisor Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services...Work experience placementFlexible hours$110.7k - $218.3k
...shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their... ...support, testing, training, and post-go-live support planning.Assist with current-state and future-state process design, including...SeniorVisa sponsorship- ...Consultant to help clients own their financial futures, combining planning with holistic guidance across investing, retirement, and... ...existing book of Schwab clients, receive comprehensive training via Wealth Management University, and advance along a structured four‑...Senior
$85.1k - $161.7k
...that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting... ...Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital...SeniorFull timeWork experience placementInternshipLocal area$111.44k - $183.08k
...managed and collaborative wealth management solutions,... ...a broad array of planning and advisory services,... ...management, trust and estate planning, brokerage and... ...execution of Investment Advisor trade orders. Remain current... ...who builds trust across senior leadership, advisors,...Work at officeFlexible hours$77.39k - $127.14k
...Associate Financial Advisor Bryn Mawr Trust, a WSFS... ...managed and collaborative wealth management solutions,... ...a broad array of planning and advisory services,... ...management, trust and estate planning, brokerage and... ...partners with Advisors and Senior Advisors in delivering...Work at officeFlexible hours$128k - $252.5k
...transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability... ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M... ..., including Day 1 readiness, integration planning, separation planning, and post-close...SeniorLocal area- ...role ends on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ..., model, and application layers for finance use cases such as planning, budgeting, forecasting, profitability, close, and consolidations...SeniorLocal areaVisa sponsorship
$85k - $100k
...are also able to enroll in the company's 401k retirement savings plan. Paid Time Off: Employees accrue 0.0654 hours of PTO per... ...subject to a specific plan or program terms. Summary: The Senior Financial Analyst will help to facilitate the company's financial...SeniorHourly payContract workTemporary workWork experience placement$77k - $202k
...for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic... ...of transformative finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor junior team...SeniorFull timeH1b- ...Coordinator at Legacy Advisors-Talent Optimizer Position... ...clients align their wealth with their values, family... ...technical experts in wealth planning, investments, legal and... ...relationships with UHNW families and business... ...investment management, estate planning, and business...Temporary workFlexible hours
- ...employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, support in estate planning activities, and active investing. To learn more about Schwab’s client offerings visit:...
$106.7k
JOB REQUISITIONOracle EPM FCC/FP&A Senior ConsultantLOCATIONHOUSTONADDITIONAL LOCATION(S)ATLANTA - PEACHTREE RD, AUSTIN, CHARLOTTE, CHICAGO... ...as you facilitate the successful completion of project work plans. You’ll identify areas of risk and opportunities to increase efficiency...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$90k
...Contingency) Job #50084 Salary: $90,000 Job Overview - Senior Financial Analyst (FP&A) Compensation: $95,000 - $110,000... ..., PA for our client, supporting corporate financial planning, forecasting, financial modeling, and strategic analysis. This...SeniorPermanent employmentMonday to Friday- ...institutional challenges that come with wealth. We understand multigenerational family... ...investment advisory, tax, trust and estate planning, risk management, philanthropy, household... ...Company has facilities. As an investment advisor, employees of Pitcairn may be subject...Full timeWork at officeLocal area
- Summary The Senior Financial Analyst supports financial planning, forecasting, reporting, strategic finance, and transaction-related analysis across Archwell Capital and its portfolio companies. Working closely with senior finance leadership, this role provides broad exposure...SeniorWork at officeLocal areaShift work
- ...institutional challenges that come with wealth. We understand multigenerational family... ...investment advisory, tax, trust and estate planning, risk management, philanthropy, household... ...Company has facilities. As an investment advisor, employees of Pitcairn may be subject...Work at officeLocal area
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...Developing and implementing strategic tax planning initiatives to address client needs-...SeniorFull timeH1bLocal area$70k - $90k
...Pathstone is a growing wealth management firm serving ultra-high net... ..., as well as integrated planning and coordination across key areas... ...management guidance, wealth and estate planning support, philanthropic... .... We are looking for a Tax Senior to serve and anticipate all of...SeniorInternshipWork at officeFlexible hours$77k - $202k
...Description & SummaryThe OpportunityAs an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle... ...Oracle Hyperion Financial Management for strategic financial planning- Implementing finance transformation initiatives within Oracle...SeniorFull timeH1b- ...firm is seeking a Counsel or Principal-level attorney to join its Estates & Trusts practice in Philadelphia. The ideal candidate will... ...experience in estate, gift, and generation-skipping transfer tax planning, along with a strong understanding of corporate and partnership...
$173.08k - $276.47k
...Principal Project Controls serves as technical advisor on complex projects and subject matter... ...of project controls staff.RISK FOCUS The Senior Risk Manager provides risk management... ...the creation of program/project management plans and procedures for several project...SeniorFull timeContract workFor contractors
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