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
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- ...Toll Brothers, America's leading builder of luxury homes seeks a Senior Financial Analyst, FP&A for our corporate office located in... ...reporting Ensure data accuracy and integrity across financial planning applications and reporting All other duties as assigned...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 08/26/2026. 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$116.2k - $229.1k
...Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other... ...are seeking a motivated and analytical Senior Consultant to join our Operational Finance... ...BlackLine, Basware, enterprise resource planning platforms, Tableau, Power BI, ServiceNow,...SeniorLocal area- ...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
$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$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$110.7k - $218.3k
...Summary Financial Services Senior Consultant - Financial Risk Our... ...discussions on project execution, work planning, and deliverable... ...Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate, FinTech/PE).Prior experience in...SeniorWork at officeVisa sponsorship- ...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:...
$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... ...who builds trust across senior leadership, advisors, and...Full timeWork at officeFlexible hours- ...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
$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$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$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$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$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- ...countries.Working with our clients across real estate, infrastructure, energy and natural... ...DescriptionTurner & Townsend is seeking an experienced Senior Cost Manager to act as the key day-to-day... ...lifecycle.Provide estimate and cost planning to include producing and presenting the...SeniorContract workFor contractorsFor subcontractorFlexible hours
- ...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
$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$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$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$94.6k - $118.3k
...adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology,... ..., visit The Team You’ll Join The Financial Planning & Analysis team at Envestnet plays a critical role at the...Senior$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- ...relationship management, financial planning, and operational execution -... ...closely with Private Wealth Advisors to deliver an exceptional, high... ...Capital Management serving HNW and UHNW families, business owners,... ...around family goals, estate structures, business interests...SeniorWork at officeLocal area
- ...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
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