Senior Wealth Planner | Strategic Financial Guidance
$217k - $261kCapital Group
Capital Group is seeking a Wealth Planning Specialist to deliver high-impact financial planning analyses and advice. You will work closely with Private Wealth Advisors and spend 85% of your time in client-facing activities, focusing on simplifying complex financial concepts. The ideal candidate has advanced knowledge in financial planning, a CFP or similar designation, and at least 10 years of experience. The role is based in New York, Los Angeles, or San Francisco with a competitive salary ranging from $217,000 to $261,000. #J-18808-Ljbffr
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner | Strategic Financial Guidance in New York, NY vacancy
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist... ...who are collaborating directly with Financial Advisors and their clients. What... ...collective achievement of our strategic goals Generates sustainable shareholder...FinancialSeniorTemporary workFlexible hoursRBC
New York, NY1 day ago$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...in assets under management. Known for strategic acquisitions and a client‐first... ...strategies are integrated across tax, financial, and business needs. About the Role: As...FinancialSeniorFull timeWork at officeRemote workFlexible hoursStonepath
New York, NY4 days ago- ...deliver customized solutions in multiple wealth-planning areas based on their goals and... ...as subject‑matter expert for Advisors on financial planning and financial‑planning software... ...planning, asset protection planning, strategic tax management, and retirement funding....FinancialSenior
$200k
...A rapidly growing financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification and a minimum of five years of lead advisor experience. Responsibilities include analyzing...FinancialSeniorFull timeRemote workWedmont Private Capital
New York, NY4 days ago$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners...FinancialSeniorRemote workFlexible hoursStonepath
New York, NY4 days ago- ...A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning resources. The ideal candidate has over 10 years of experience in financial and tax planning, holds a CFP/PFS designation, and possesses mastery...FinancialSenior
Choreo
New York, NY4 days ago $225k - $250k
...leading independent financial advisory services firm... ...has evolved to offer strategic advice to ultra- and... ...professionals - including wealth planners, tax advisors, estate... ...Position The Senior Tax Planner is an... ...comprehensive financial guidance. You will craft and implement...FinancialSeniorWork at officeLocal areaRockefeller Financial
New York, NY2 days ago- ...a mission to redefine wealth management. We harness... ...looking for a traditional financial planning company, look... ...Certified Financial Planners to devise and... ...clients' paychecks. Provide guidance on rectifying these issues... .... Tax Planning: Strategic Tax Planning: Develop...FinancialSeniorWork at officeLocal areaRelocationMonday to Friday
RANGE
New York, NY3 days ago $88.4k - $132.6k
...A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...FinancialSeniorFull timePowerToFly
New York, NY14 hours ago$158.01k - $276.46k
...globally recognized, award-winning financial institution that has been in... ...financial services and guidance to the world's most successful... ...and exceptional service. Wealth Strategist/Client Development... ...sales executive role. As a senior member of the Northern Trust...FinancialSeniorLocal areaFlexible hoursNorthern Trust
New York, NY4 days ago- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies...FinancialSeniorRemote job
- Corient Services LLC, based in New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise...FinancialSenior
$140k - $180k
...& life sciences, technology, financial services, social impact, and... ...you ready to take the helm of strategic planning for a pioneering, healthcare... ...for a visionary Strategic Planner. Someone with a brilliant... ...$200,000 - $270,000 for a Senior Vice President. Salary is based...FinancialSeniorTemporary workWork at officeRemote workFlexible hoursPorter Novelli
New York, NY4 days ago- Heritage Wealth Advisors, LLC in Wexford, PA seeks a Senior Wealth Planning Associate to enhance our financial planning and tax platform. This full-time position requires strong communication, analytical, and collaboration skills as the role supports client relationships...FinancialSeniorFull time
$200k - $250k
...CIBC, please visit CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely... ...You have a network . You have experience in the trust and financial services industry with broad connections in the trust and...FinancialSeniorRemote workCIBC
New York, NY5 days ago- Senior Financial Consulting Director The Senior Financial Consulting Director... ...Responsibilities and Duties Strategic Coordination & Decision-... ...teams, enterprise analytics, wealth management, TRAC, national... ...windows and advise teams of legal guidance Monitor week-over-week...FinancialSeniorWork experience placementImmediate start
- ...drive marketing and distribution of private equity solutions. This senior position requires over 10 years of relevant experience in... ...strong analytical and communication skills. You will engage with financial advisors and develop investment insights while teaming up with...FinancialSenior
Ares Management
New York, NY13 hours ago $175k
A premier financial services firm in Midtown Manhattan seeks a Tax Compliance Professional to handle federal and state income tax returns and conduct extensive tax research. Candidates should possess at least two years of experience in tax compliance, with required credentials...FinancialSeniorWork at office- ...one all the best places to work in the financial services industry. With a proven track... ...Development Support: Personalized coaching and strategic guidance to grow and scale your business... ...Bonus Qualifications: Expertise in wealth management, investment management, and...FinancialSeniorRelocation package
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time... ...Company (RIC) - Senior Manager, you will focus... ...providing advice and guidance to clients on tax planning... ...will review and analyze financial data, prepare and file... ...Providing strategic tax planning and guidance...FinancialSeniorFull timeH1bPwC
New York, NY2 days ago- ...Outsourced Family Office Wealth Planner J.P. Morgan Advisors, the ultra-high-net-worth division... ...of one of the world's most respected financial firms. Our small size and broad scope... ...role requires technical expertise, strategic thinking, and a commitment to high-touch...FinancialWork at office
Chase
New York, NY2 days ago - Blue Cross and Blue Shield of North Carolina is seeking a Principal Financial Advisor to lead financial analysis and strategic guidance for senior leaders. This role involves collaborating with various business units to implement financial strategies that support corporate...FinancialSenior
- ...developing policy statements while adhering to internal policies. Ideal candidates will have over ten years in Private Banking or Financial Services, with a Bachelor's degree required; MBA or CFA preferred. Join a diverse workplace committed to inclusion and equal opportunity...FinancialSenior
- ...A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have... ...financial professionals, conducting strategic meetings, and providing integrated financial...FinancialSenior
Cetera Financial Group
New York, NY4 days ago $175k - $210k
...driven by advisor needs. As a Senior Investment Strategist, you... ...research, portfolio design, and the strategic frameworks that underpin our... ..., particularly around financial markets, portfolio strategy,... ...how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds...FinancialSeniorCasual workWork at officeAfternoon shiftVISE Inc
New York, NY2 days ago$150k - $202.4k
...everyone, everywhere. As Senior Pricing Strategist you will play... .... Conduct rigorous financial modeling and scenario analysis... ...synthesizing market insights into clear strategic recommendations that... ...Create and enable clear internal guidance and external-facing pricing...FinancialSeniorWork at officeRemote workRelocationSleeping nights2 days per week3 days per weekSpring Health
New York, NY3 days ago$217k - $261k
## Wealth Planning SpecialistApplylocations: Los Angeles... ..., you’ll serve as a senior wealth planning... ...to deliver high-impact financial planning analyses, trust... ...You’ll provide expert guidance tailored to each client... ...for.”**You’re driven, strategic, and passionate about...FinancialTemporary workLocal areaFlexible hoursCapital Group
New York, NY3 days ago- ...worth clients within J.P. Morgan Wealth Management. The Event... ...outcomes. This role requires a strategic mindset, blending event marketing... ...Collaboratively align with planners to ensure logistics support event... ...skills Prior experience in financial services #J-18808-Ljbffr...FinancialSeniorMonday to Friday
$163.6k - $245.4k
...As a Digital Wealth Commercialization and Growth Senior Lead, you will be a pivotal member... ...development and analysis of strategic product roadmaps,... ...acquisition targets, product financial performance, revenue... ...management Provide informal guidance or on-the-job training...FinancialSeniorFull timeCitigroup Inc
New York, NY7 days ago- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth... ...to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary... ...financial plan or are seeking general guidance on both simple and complex strategies....FinancialWork at office
Chase
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner | Strategic Financial Guidance. Be the first to apply!
Related searches
- planning specialist New York, NY
- materials planning & execution specialist New York, NY
- lead planner New York, NY
- retail planner New York, NY
- manufacturing planner New York, NY
- strategic planner New York, NY
- buyer planner New York, NY
- planning associate New York, NY
- distribution planner New York, NY
- electrical planner New York, NY