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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Wealth Advisor — Estate & Planning in Plymouth Meeting, PA vacancy
- 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 Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families... ...success: Investment, Retirement, Estate, Tax, Business, and Insurance....SeniorWork at officeLocal areaRemote work
EisnerAmper
Philadelphia, PA5 days ago - ...TRUMARK CREDIT UNION Job Title: Senior Wealth Advisor Location: Fort Washington, PA Company: Trumark Credit Union Employment... .... What You'll Do Provide personalized financial planning and investment guidance to credit union members....SeniorFull time
TruMark Financial
Fort Washington, PA3 days ago - ...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
$150k - $200k
VPF Consulting in Pennsylvania is seeking an experienced CFP to join a growing wealth management team. The advisor will serve high-net-worth clients, guiding major financial decisions and building enduring relationships with families and business owners. The role offers...Senior$77k - $202k
...for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver...SeniorFull timeH1b$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$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance... ...day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting effortsA successful...SeniorLocal areaVisa sponsorship$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients... ...finance technology solutions, including enterprise resource planning, enterprise performance management, cloud platforms, and...SeniorLocal area$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$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- Modera Wealth Management is seeking a Senior Planning Associate in Wayne, PA. This hybrid role requires 3 days in the office, focusing on supporting client relationships through comprehensive financial planning and investment strategies. The ideal candidate will have a...SeniorWork at office
- ...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
$116.2k - $229.1k
...ends on 09/14/2026. Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ...infrastructure, model, and application layers for finance use cases such as planning, budgeting, forecasting, profitability, close, and...SeniorVisa sponsorship$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, and...Work at officeFlexible hours$150k - $200k
...of a growing, forward-thinking wealth management firm? I'm partnering... ...someone who enjoys serving as a true advisor, not just managing investments,... ...client experience Identify planning opportunities across investments, retirement, tax, estate, risk management, charitable...SeniorWork at office$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- ...ERP platforms across the enterprise. We are building a bench of senior Workday Financials and Supply Chain consultants to support the... ...healthcare supply chain experience strongly preferred Adaptive Planning and Prism/reporting skills a plus Qualifications 5+ years of Workday...SeniorContract workLocal areaRemote workFlexible hours
$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- ...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$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$50k
...Overview A Sentinel Asset Management Advisor is a client-facing professional responsible... ...through Sentinel’s structured financial planning process, and stewarding long-term client... ...these roles are great fits for this job: ~ Wealth Advisor, Financial Advisor, Life...Base plus commissionFull timeTemporary workWork at officeMonday to FridayFlexible hoursAfternoon shiftSentinel Asset Management LLC
Conshohocken, PAmore than 2 months ago$85k - $145k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... .... Job Summary: The Wealth Advisor focuses on deepening relationships...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$70k - $89k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown... ...: Pathstone is a growing wealth management firm serving ultra-... ...advisory, as well as integrated planning and coordination across key... ...management guidance, wealth and estate planning support, philanthropic...SeniorInternshipWork at officeFlexible hoursPathstone
Broomall, PA3 days ago$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$133k - $296.4k
...contribute to the company’s success. As a Senior Counsel within PNC's Corporate Governance... ...practicing in the area of trusts and estates in a law firm or fiduciary practice, counseling... ...drafting and/or reviewing complex estate planning documents, nonjudicial agreements and...SeniorFull timeTemporary workPart timeWork experience placementWork at office- ...Strategy | Enterprise Architecture Senior ManagerFS / Insurance... ...to become the world’s leading advisors in harnessing technology and... ...accelerate harmonization of the IT estate. We help our clients... ...Enterprise Architecture Strategy and Planning Enterprise IT Governance...SeniorFull timeLive inWork at officeLocal area
- ...HDR, Inc. is seeking a Structures Project Manager to join our Bridge program. The role involves planning, directing, and monitoring all aspects of large multi‑discipline transportation projects, coordinating multiple projects, and establishing strong client relations...Senior
HDR
Plymouth Meeting, PA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Wealth Advisor — Estate & Planning. Be the first to apply!
Related searches
- senior application administrator Plymouth Meeting, PA
- senior performance engineer Plymouth Meeting, PA
- srs Plymouth Meeting, PA
- senior vice president of operations Plymouth Meeting, PA
- senior activities Plymouth Meeting, PA
- senior commercial counsel Plymouth Meeting, PA
- senior associate attorney Plymouth Meeting, PA
- senior manager diversity & inclusion Plymouth Meeting, PA
- senior Plymouth Meeting, PA
- senior application security Plymouth Meeting, PA