Senior Wealth Advisor - Estate, Tax & Investment Planning
Empirical Financial Services, LLC
A leading financial advisory firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with substantial investment needs. Responsibilities include onboarding clients and driving new business in a collaborative environment. Candidates must have a four-year degree and CFP designation, coupled with 7+ years in financial planning. This role offers competitive pay with significant income potential through revenue sharing and comprehensive benefits. #J-18808-Ljbffr Empirical Financial Services, LLC
$100k - $250k
...growing financial services firm is seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and... ...Responsibilities include sales proficiency and integration of advanced Wealth Management techniques. The compensation is competitive, with a...SeniorTax- ...Senior Wealth Advisor Apply ( locations Charlotte, NC Dallas... ...portfolios of $5-15M in investable assets using Vanguard... ...by providing financial planning solutions using our time... ...related to investment advice, tax strategies, legacy & estate planning, philanthropic...SeniorTaxFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Senior Tax ManagerFort Worth, Texas, United StatesAbout the JobSenior... ...teams, and external advisors and work effectively in a dynamic... ..., private debt, and real estate investments.Work closely with clients... ...tax issues and related tax planning.Work with clients' various...SeniorTax
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client...SeniorTaxFull timeH1bLocal area$78.68k - $160.75k
...federal partnership tax experience to a... ...enabled solutions. As a Senior, Tax Services in... ...together tax planning, marketplace insight... ...private equity, real estate, technology,... ...Chartered Financial Advisor (CFA)Certified Financial... ...through our own investments, commitments, and...SeniorTaxWork at officeLocal areaVisa sponsorship2 days per week3 days per week- ...primary relationship advisor for high net worth... ...-high net worth wealth clients.... ...personal financial planning and financial advisory... ...mortgage, planning, investment, trust and fiduciary... ...in tandem with a senior credit advisor. *... ...and dismemberment, tax-preferred savings...TaxFull timePart timeWork at officeLocal areaShift workDay shift
- ...Strittmatter Wealth Management Group in Fort Worth, TX is seeking an experienced Senior Financial Advisor to serve an established client base with a fiduciary approach... ...growing RIA. You will conduct financial planning and investment reviews, collaborate with senior advisors...Senior
$117.5k - $234.5k
...Carrier. About this role: The Senior Finance Manager is the... ...facility, leading financial planning, cost control, and decision support... ...financial support to capital investments (CAPEX) and business cases. Serves... ...Death and Dismemberment Tax-Advantaged Accounts: Health Savings...SeniorTaxTemporary work- ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment... ...planning. Implement risk management and tax planning strategies. Coordinate estate planning. Manage client relationships. Identify...Tax
$100k - $250k
...experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates... ...must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new...Tax- ...Certified Financial Advisor Apply (... ...Financial Advisor and Senior Certified... ...investors to help them plan their financial goals... ...disciplined investing approaches, tax management strategies... ...Apply trust and estate planning... ...preserve client’s wealth. In-depth knowledge...TaxFull timeWork at officeRemote workRelocationMonday to Friday
$100k - $110k
...with financial planning process, tools,... ...partnering with Advisors to deliver... ...strategies and tax implications IRA... ...-term care and estate planning Model... ...case preparation Seniority level Seniority... ...00 2 weeks ago Wealth Advisors Operations... ...DFW Area Investment Consultant II -...TaxFull timeInternship$1,000 per month
...integrated financial planning practice from the ground... ...Representative or Advisor role upon graduation.QualificationsAre... ...student; juniors and seniors... ...strategies—insurance, investments, and annuities—built to... ...contractors for income tax purposes, and a "statutory...TaxFull timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...integrated financial planning practice from the ground... ...Representative or Advisor role upon graduation.... ...student; juniors and seniors preferred Entrepreneurial... ...strategies—insurance, investments, and annuities—built... ...contractors for income tax purposes, and a "statutory...TaxFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...through financial planning. On your path to... ...· Education Funding · Investment & Advisory Services · Trust... ...contractors3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (...TaxFull timeContract workFor contractorsWork at office- ...issues all while investing in and supporting... ...We Serve We offer Tax, Audit, Advisory,... ...Private Equity, Real Estate & Hospitality,... ...issues and related tax planning Attend applicable... ...Initiative. Seniority level Seniority level... ...Services Organization-Wealth and Asset...SeniorTaxFull timeSeasonal workWork at officeLocal areaRemote work
- ...clients and 20,000 financial advisors across the U.S. and... ...personalized financial plans aligned with client... ...scenarios, and helping align investments to client goals, life... ...investment advisory or wealth management ~ CFP® (... ...k retirement plan, and tax-advantaged accounts: health...TaxFull timeTemporary workFlexible hours
$95k - $105k
...are seeking an experienced Senior Financial Advisor who is passionate about helping... ...RIA. About Us Strittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor serving high-net-... ...and specialize in retirement planning, investment management and business...Senior$75k - $250k
...around supporting our advisors with the tools,... ...and provide strategic planning solutions that help... ...including retirement, investment, insurance, and tax‑advantaged strategies... ...financial planning, wealth management, or... ...opportunity employer. Seniority Level Entry level...TaxFull timeRemote workFlexible hours$97.3k - $178.3k
...value from their technology investments by delivering strategic advice... ...team combines deep financial planning expertise with modern technology... ...solutions. Our Advisory Seniors help clients transform their... ...services in assurance, consulting, tax, strategy and transactions....SeniorTaxSummer holidayFlexible hours$97.85k - $227.24k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...believe nothing is more important than investing in our culture because it is an investment... ...taxStrong knowledge of the development, planning, and execution related to property taxKPMG...TaxLocal area- ...is an independent investment financial advisory... ...specializes in retirement planning, investment... ...Registered Investment Advisor. Founded in Sacramento... ...Partner with the Wealth Planning Team and... ...services—including Estate Planning, Insurance Planning, and Tax Planning—to support...TaxFull timeContract workTemporary workPart timeInternshipWork at officeFlexible hours
- Mercer Advisors in Colleyville, Texas is seeking a Financial Planner to join its Financial Planning Group. This role focuses on creating comprehensive financial plans and collaborating with investment and estate planning specialists. Candidates should possess a Bachelor...
$70k - $80k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized... ...of paraplanners that supports Wealth Management Teams nationwide by... ...closely with in‑house specialists in investments, tax, estate planning, and insurance...TaxTemporary workWork at officeLocal areaHome officeMonday to Friday- ...Position Summary: The Senior Financial Analyst, FP&A is a... ...the CFO in driving financial planning, forecasting, and performance... ...Partnership • Serve as a trusted advisor to the CFO, providing... ...in FP&A, corporate finance, investment banking, or related field •...Senior
- ...Team, Fund Accounting, IT, Operations, Compliance, Financial Planning & Strategy, Tax, and Accounts Payable Help develop and maintain efficient... ...experience preferred Experience with alternative investments and management company accounting preferred Preferred Candidate...SeniorTaxLocal areaFlexible hours
$10k
...across a wide range of real estate related assets and corporate... ...London and Dallas. Overview As Senior Analyst, FP&A at Bellwether,... ...period optimization and exit planning and timing Synthesize data into... ...metrics on prospective investments ahead of Investment Committee...SeniorFull timeWork at officeLocal areaImmediate startFlexible hours- ...company, is a full-service real estate developer, investor and advisor, focused on developing... ...seeking a SeniorProperty Tax Analyst to join its... ..., collaborative team, the Senior Property Tax Analyst will... ...prepare analyses to support tax planning, budgeting, and reporting...SeniorTaxFull timeWork at office
- ...The Senior Fund Accountant & Roth IRA Account Administrator is responsible for the day-to... ...operational support of the firm’s private investment funds and self-directed Roth IRA... ...investor reporting packages. Coordinate with tax preparers and provide information necessary...SeniorTaxWork at office
- ...Accounting on the accounting and administration of ~21 investment and private equity partnerships including financial, tax and regulatory reporting Prepare reconciliations... ...to learn, expand responsibility Tolleson Wealth Management is an Equal Opportunity Employer #J-1...SeniorTax
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