Senior Wealth Planner & Trusts Strategist
J.P. Morgan
J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US. You will translate complex concepts into plain language while partnering with field leadership to solidify regional strategies and drive sophisticated planning opportunities. With 7+ years in trusts & estates or tax planning and a professional designation, you will coach colleagues, advisors, and clients, maintain current tax #J-18808-Ljbffr J.P. Morgan
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & Trusts Strategist in New York, NY vacancy
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities... ...also be a plus.As an Executive Director, Advanced Planner within J.P. Morgan Wealth Management, you will need...SuggestedWork at officeLocal area
$174k - $261k
...existing skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client... ...investment advisor and trust company, offering comprehensive wealth management, and overseeing some $35 billion in assets...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours$200k - $260k
...CIBC, please visit CIBC.com What you’ll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely... ...goals. Client Collaboration: Review estate planning and trust documents. Serve as a bridge between clients and outside advisors...SeniorRemote workCIBC
New York, NY2 days ago- ...Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with...Senior
Citi
New York, NY4 days ago $158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full... ...id: R151874**About Northern Trust:**Northern Trust, a Fortune 5... ...exceptional service.**Wealth Strategist/Client Development Sales... ...development sales executive role.As a senior member of the Northern Trust...SeniorLocal areaFlexible hoursNorthern Trust
New York, NY2 days ago$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...Senior
- About this role:Wells Fargo is seeking a Senior Strategy & Planning Consultant to join the Wealth & Investment Management (WIM) Strategy team. Learn more about... ...digital and self-directed wealth, deposits, lending, and trust.Support the digital and self-directed wealth...SeniorFull timeWork experience placementRelocation package
- A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves providing... ...health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr RangeSenior
$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...SeniorFull time$150k - $190k
The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized... ...wealth strategy reviews, support Senior Wealth Strategists on complex client matters... ...including revocable and irrevocable trusts, wills, powers of attorney, and...Work at office- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer. Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external advisors...
$130k - $150k
...Planning team is part of our Wealth Solutions group, which is a dynamic... ...wealth advisors/financial planners/other wealth management and... ...current with related estate, trust, and tax legislation... ...Mentor and coach Estate Planning Strategists Management of a service specialist...SeniorTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$108k - $154k
...innovative and strategic ways to consistently deliver extraordinary and incremental outcomes for both Google and your customers. You build trusted relationships with customers, uncovering their business needs and translating them into powerful solutions to achieve their most...Senior$60k - $140k
...ão Paulo, Shanghai and Singapore. VML is part of WPP, the trusted growth partner for the world's leading brands. Powered by... ...for life.What We Are Looking For:A driven and insightful Senior Engagement Strategist to join our team. The ideal candidate will have a solid foundation...SeniorFull timeWork at office$10k
...seeking its first dedicated Financial Crimes Compliance Controls Senior Strategist to build and own the framework that demonstrates FCC controls... ...At least 3 years of experience as an AML or financial-crimes trusted advisor, including partnering with technical, operational,...SeniorFull timeWork at officeRemote workHome officeFlexible hours- ...embedded into the creative development process. Job SummaryAs a Senior Strategist at Droga5, you are emerging as a leader in the strategy group... ...360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360...SeniorFull timeLive inWork at officeLocal areaShift work
- ...experienced specialists across communications, creative, digital marketing, digital experience, strategy, insights and policy. You will be trusted to contribute, encouraged to challenge well and supported by people who understand what great really looks like. We also know...SeniorFlexible hours
Clarity Global Group
New York, NY3 days ago $100k - $120k
...Future, a global leader in specialist media. Our people bring our trusted brands to life, helping millions of people discover expert... ...valuable communities across all channels. Description As a Senior Strategist, you will lead the strategic development of custom integrated...SeniorWork at officeFuture PLC
New York, NY1 day ago$86k - $124.7k
...champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies ~5–7 years... ...working across levels, geographies, and functions, including senior stakeholders ~ Basic understanding of artificial intelligence...SeniorFull timeHackajob
New York, NY4 days ago$119.1k - $172.65k
...champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Strong customer-... ...degree preferred Responsibilities The Associate Director, Senior Strategist leads Research, Data, and Generative AI revenue enablement...SeniorFull timeMoody's
New York, NY5 days ago- ...We're looking for a Senior Brand Strategist to lead the development, evolution, and activation of key elements of our global brand strategy... ...differentiation and build brand relevance. You will serve as a trusted strategic partner to marketing, product, insights, and...SeniorWork at officeFlexible hours
Morningstar
New York, NY5 days ago $110k - $120k
...Sr. Paid Search & Paid Social Strategist SiaX is looking for a Sr. Paid Search & Paid Social... ...keyword tools (e.g., Google Keyword Planner, Microsoft Advertising Intelligence, SEMrush... ...and internal stakeholders view you as a trusted advisor who connects media performance...SeniorSeasonal workWorldwideFlexible hoursSia Experience
New York, NY2 days ago$90k - $120k
...SHADOW is seeking a Senior Strategist, who will develop integrated marketing strategies on behalf of agency clients. This position will report... ...partner Strategic Counsel & Client Partnership: Serve as a trusted strategic advisor to clients and account teams - leading presentations...SeniorWork experience placementSummer workWork at office3 days per week1 day per weekShadow
New York, NY5 days ago- ...Range is on a mission to redefine wealth management. We harness technology to help individuals... ...closely with our Certified Financial Planners® to devise and implement tax strategies... ...including donor-advised funds and charitable trusts. Education Savings: Advising on tax-...SeniorWork at officeLocal areaRelocationMonday to Friday
RANGE
New York, NY2 days ago - Zenith, a Publicis Groupe media agency in the US, is seeking a Senior Planner, Commerce Media in New York to drive ecommerce growth for retail and omnichannel clients. You will join a cross-functional team applying retail media and ecommerce knowledge to actionable insights...Senior
- Brookfield Asset Management LLC is seeking a Senior Vice President in New York to join the Credit Investment Specialist team. This client... ...development for Brookfield’s Credit Platform, targeting private wealth investors and expanding to institutional clients and consultants...Senior
- BNY Wealth is seeking a dynamic and market-savvy Head of Fixed Income Strategy & Advisor... ...wealth clients.This leader will serve as a senior fixed income expert for the business,... ...emotional intelligence (EQ) needed to build trust across advisors, clients, and partners.This...SeniorFlexible hours
- Parexel International is seeking an experienced Senior Regulatory Strategist, Advertising & Promotion, to act as a trusted advisor across commercial and medical teams. This remote US-based role demands independent review of materials, interpretation of evolving FDA guidance...SeniorRemote job
$90k - $105k
...goods, and media. About WPP WPP is the trusted growth partner for the world's leading... ...working relationships with brand managers and senior marketing stakeholders within client... ...mentor to Junior and Mid-level Strategists, fostering a motivating, and collaborative...SeniorFreelanceWork at officeWork from homeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & Trusts Strategist. Be the first to apply!
Related searches
- party planner New York, NY
- manufacturing planner New York, NY
- business continuity planner New York, NY
- transportation planner New York, NY
- vacation planner New York, NY
- senior planner New York, NY
- retirement plan specialist New York, NY
- well planner New York, NY
- assortment planner New York, NY
- facilities planner New York, NY