Senior Wealth Strategist - Estate Planning & Growth
$170k - $200kMercer Advisors
Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This role involves business development, guiding teams, and reviewing planning structures for high-net-worth clients. Applicants should have a Juris Doctor degree, be licensed in at least one state, and have 5–10 years of relevant legal experience. The position may require travel nationwide, offering a competitive salary range of $170,000 – $200,000 USD. #J-18808-Ljbffr Mercer Advisors
$104.7k - $174.5k
M&T Bank seeks a Wealth Management Senior Associate in New York City to join its Family Wealth Division. This role focuses on delivering customized... ...through advanced legal research and strategic wealth planning. The successful candidate will work closely with senior wealth...Senior- Mercer Advisors is seeking a Senior Investment Strategist to join its Investment Department’s Portfolio Management Group. This remote role is ideally... ...and investment advice. You will leverage your extensive wealth management experience and communication skills to work...SeniorRemote job
$200k - $250k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for... ...develop and implement wealth planning as part of CIBC Private... ...help clients understand their estate planning, tax planning, philanthropic... ...to use to invest in your growth and development. *Subject...SeniorRemote work$250k - $300k
...Wealth Strategist, Trust & Estates Since 2000, BBR Partners has been providing bespoke investment and wealth... ...are seeking an experienced Estate Planning Attorney to engage directly with our... ...Personalized development and career growth opportunities. ~ Volunteer...SuggestedHourly payTemporary workCasual workWork at officeRemote workFlexible hours2 days per week$250k - $300k
...seeking an experienced professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving strategic asset under management (AUM) growth while acting as a liaison with investors. The ideal...Suggested- The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment...Senior
$30 per hour
...join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader... ...offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning...SeniorWork at officeRemote work- 1240 Invesco Distributors Inc. is seeking a Senior Fixed Income Product Strategist to drive the growth of their Fixed Income ETF product line. This role involves collaborating across teams and leveraging deep market knowledge to deliver product positioning and ideas. Ideal...Senior
$158.01k - $276.46k
...exceptional service. Wealth Strategist/Client Development... ...sales role to support our growth. Wealth Strategists... ...executive role. As a senior member of the Northern... ...to wealth management planning. With the support of our... ...) on the benefits of estate planning services,...SeniorLocal areaFlexible hours- Unlock Health is seeking a Senior Business Development Representative to drive growth through strategic insights and client engagement in the healthcare sector. You will proactively identify clients, engage them through various channels, and personalize messaging that...SeniorRemote job
- Grey Matter Recruitment is seeking an Affiliate Marketing Strategist in the United States to manage and scale affiliate programmes for high-growth brands. You will own the full affiliate lifecycle, from strategy and recruitment to optimisation and analytics. The ideal...Senior
- What Will You Do? As a Senior Measurement Lead at Reddit, you will execute measurement strategies... ..., and optimize targeting for client growth and efficiency. Additionally, you will... ...vendor relationships, develop mutual learning plans, and support sales teams with measurement...Senior
$250k - $300k
GNO Partners in New Jersey is looking for a Senior Amazon Brand Manager to lead client consulting efforts while driving brand growth through strategic expertise. The ideal candidate has over 3 years of Amazon FBA experience and a proven track record in managing significant...SeniorRemote job- A leading marketing agency is seeking a Senior Email Strategist to develop impactful email and lifecycle marketing strategies for multiple eCommerce... ...oversee performance metrics to drive retention and revenue growth. Ideal candidates are experienced in eCommerce email...SeniorRemote job
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...Senior- ...specialized agency for social media marketing is seeking a Senior Social Media Strategist to lead paid social media campaigns, primarily on LinkedIn... ...PTO, and a collaborative work environment while focusing on client growth and satisfaction. #J-18808-Ljbffr DirectiveSeniorRemote work
- Novo is actively seeking a Senior Analyst in Strategy and Analytics to refine their data-driven strategies. This position requires strong... ...impact. You will collaborate closely with teams across credit, growth, and marketing to transform complex data into actionable...Senior
- 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...SeniorRemote job
- A leading ecommerce growth agency is seeking a Senior Growth Strategist to develop comprehensive growth strategies for high-revenue DTC brands. The role involves managing significant Meta advertising budgets and acting as a strategic partner to clients. Ideal candidates...SeniorRemote job
- A digital marketing agency in New York seeks a Senior SEO Analyst to manage SEO clients and execute optimizations. The role involves educational... ...Analytics. This position offers competitive compensation and growth opportunities in an innovative environment. #J-18808-Ljbffr...Senior
- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorRemote job
- ...own quarterly Shop Campaigns activation and execute a territory plan for a diverse portfolio of merchants. This role is integral to selling... ...pipeline. Join Shopify to make a significant impact on the growth of merchants worldwide through innovative advertising solutions....SeniorWorldwide
- A leading consulting firm is seeking a Senior Amazon Growth Strategist to manage brand growth strategies for Amazon FBA sellers. The role requires deep expertise in organic ranking, PPC management, and logistics optimization. This fully remote position offers a competitive...SeniorRemote job
- A digital marketing agency in New York is seeking a Senior Strategist for Digital Activation. This role involves partnering with clients to... ...edge marketing technology. Responsibilities include advising on growth opportunities, leading media strategy, and managing client...Senior
- Anywhere Real Estate is seeking a Senior Growth Consultant to drive growth and brand engagement strategies for Coldwell Banker franchisees. This role will focus on retention, growth, and optimization to achieve performance metrics and enhance brand value. Located in New...SeniorRemote job
- Tinuiti is seeking a Growth Media Senior Strategist to lead innovative performance marketing strategies. This fully remote position requires over 6 years of digital marketing expertise, focusing on audience segmentation and advanced data analysis. The ideal candidate will...SeniorRemote job
- ...experienced account manager to enhance client relationships and drive growth across various platforms like Amazon and Walmart. This role... ...and strong analytical skills. You will develop strategic growth plans, manage budgets, and prepare performance reports to optimize...SeniorRemote jobFlexible hours
- AND is seeking a senior growth strategist in New York City, someone with 5 to 10 years of experience in DTC brand growth or performance agency strategies. In this hybrid role, you’ll be responsible for owning the growth strategy across various accounts and working alongside...SeniorRemote job
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position... ...focus on making wealth transfer planning a primary component of the core... ...external Wealth Strategists for tax and estate planning, business succession...SeniorTemporary workFlexible hours- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and... .... We offer a supportive culture, ongoing career growth, and a comprehensive benefits package, including 401(k)...Senior
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