Senior High‑Net‑Worth Financial Planner & Strategy Expert
Advisor Group
Advisor Group is searching for a Senior Advanced Financial Planning Strategist for their High Net Worth Planning Services. This role demands deep expertise in financial, estate, and tax planning, with responsibilities that include providing innovative solutions to advisors, conducting research, and mentoring team members. The ideal candidate will possess strong communication skills and have over 10 years of relevant experience. The position requires a hybrid working schedule with a competitive salary and benefits including health and 401k plans. #J-18808-Ljbffr Advisor Group
$91.8k - $171k
...Alliance for Career Enhancement is seeking a financial advisor to provide customized advice and specialized planning for high-net-worth clients. Responsibilities include engaging... ...and the ability to manage complex wealth strategies. The position offers a salary range of $91...SeniorHigh net worth- ...December 31, 2025, serving predominately high net worth individuals. EPWA fosters an... ...in their professional careers. The Senior Financial Planner works closely with advisors to create... ...planning, estate planning, investment strategies, and more. Plan Review & Implementation...SeniorHigh net worthTemporary workWork at officeLocal areaFlexible hours
- ...currently seeking experienced Senior Wealth Advisors to join... ...role partners closely with high–net‑worth individuals and families to develop personalized financial strategies and help clients make the most... ...and supported by a team of experts acting as an extension of our...SeniorHigh net worth
- ...Scottsdale, AZ is looking for a motivated Financial Advisor to join their financial... ...research to recommend and execute investment strategies for clients. Responsibilities include... ...expanding Heffernan’s presence in the high-net-worth market. Candidates should have a Bachelor...SeniorHigh net worth
- BOK Financial Corporation is seeking a Private Wealth Advisor in Scottsdale, Arizona, to... ...develop and maintain relationships with high net worth individuals. You will manage client... ...5-7 years of experience in investment strategy and portfolio design. A commitment to excellent...SeniorHigh net worth
$105k - $140k
Busey-Bank-2 in Scottsdale, Arizona is seeking a Private Banker II to build and maintain relationships with high net-worth clients. This role involves engaging with business partners, providing exceptional client experience, and driving deposit growth. Candidates should...SeniorHigh net worth$105k - $140k
A financial services institution seeks a Private Banker II in Scottsdale, Arizona, to manage personal and business banking relationships for high-net-worth clients. The role includes driving deposit and growth opportunities while ensuring exceptional client service. Candidates...SeniorHigh net worth- Goldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Arizona to create customized wealth management strategies for ultra high net worth individuals and families. The role requires an entrepreneurial spirit and a strong focus on client relationships while providing...High net worth
- ...2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers... ...careers. Our Phoenix, Arizona office is hiring a Senior Financial Planner. As a Senior Financial Planner, you will work with advisors...SeniorHigh net worthTemporary workWork at officeLocal areaFlexible hours
- Beacon Pointe in Arizona is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice. This... ...building long-term relationships with clients, partnering with high-net-worth individuals and families, and leveraging a strategic platform....SeniorHigh net worth
- CFA Institute in Phoenix, Arizona is seeking a professional with a strong background in financial analysis and client servicing. The role involves managing high-net-worth accounts, developing client relationships, and negotiating loan agreements. The ideal candidate will...SeniorHigh net worth
- ...seeking an experienced banking professional in Phoenix, Arizona to develop client relationships and manage banking solutions for high-net-worth clients. Candidates should possess at least 5 years of relevant experience and a bachelor’s degree in Finance or a related...SeniorHigh net worth
- A financial services company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain...SeniorHigh net worth
- U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively. The ideal candidate will have...SeniorHigh net worthWork at officeFlexible hours3 days per week
- ...Tax Senior Location: Scottsdale, AZ (Hybrid) A well-established CPA... ...firm has built a reputation for high employee retention, excellent culture... ..., corporations, and high-net-worth clients Assist managers and partners with planning strategies Mentor junior tax staff Maintain...SeniorHigh net worthFlexible hours
- ...Senior Director, Principal Gifts About the Company Philanthropic organization... ...development of individualized engagement strategies that align with the organization's mission... ...in fundraising, particularly with high net-worth donors. The ideal candidate will have 8...SeniorHigh net worth
- ...Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus, and must obtain necessary...High net worth
- ...Manager Progressive, highly profitable, well... ...Manager. Title could be Tax Senior Manager for a stronger... ...tax returns for high net worth individuals,... ...clients in achieving their financial goals. We provide bookkeeping... ...planning, business strategies or retirement needs. Because...SeniorHigh net worthFlexible hours
- ...Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment... .... You will develop and implement tailored investment strategies, collaborating with a broad client service team. The company...SeniorHigh net worthFlexible hours
$80k - $120k
Australia-Employment is seeking a Tax Senior to join their elite team in Scottsdale, AZ. The candidate will manage tax projects, prepare... ...returns, and work closely with clients to devise tax planning strategies. The position offers a competitive salary ranging from $80,000...SeniorHigh net worth$143.91k - $169.3k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and growth of medium to large size high net worth client relationships. Builds a team of... ...a highly seasoned financial industry expert capable of handling complex wealth and...SeniorHigh net worthTemporary workWork experience placement3 days per week$80k - $120k
...Tax Senior $80,000 - $120,000 per year | Scottsdale, AZ | On‑Site... ...! We are a growing boutique financial advisor who is actively... ...advise and prepare taxes for our high net worth clients. Why join us? Great... ...clients on tax planning strategies to minimize tax liabilities...SeniorHigh net worthPermanent employmentWork at officeLocal area- ...Planning Consultant, Senior Specialist As a Wealth... ...advising our ultra-high net worth clients and their families... ..., income tax and financial planning analysis. You... ...clients with planning and strategy in the areas of income... ...subject matter expert on wealth planning topics...SeniorHigh net worthWork experience placementWork at officeRemote work
$80k - $120k
...about us: We are a growing boutique financial advisor who is actively seeking a tax senior, to help us advise and prepare taxes for our high net worth clients. Why join us? Great Benefits... ...3. Advising clients on tax planning strategies to minimize tax liabilities and maximize...SeniorHigh net worthWork at officeLocal area$65k - $75k
...The Senior Major Gifts Officer is a frontline fundraiser responsible... ...relationship manager for high-capacity individual donors, moving... ...cross-functional fundraising strategies will be considered for... ...individual philanthropy and high-net-worth giving CRM/database systems,...SeniorHigh net worth$100k - $350k
Our client, a highly successful, nationally recognized... ..., is seeking to add a Senior Wealth Management... ...working directly with high-net-worth clients while... ...execution of comprehensive financial plans. This is not a... ...management and investment strategy discussions...SeniorHigh net worthTemporary workFlexible hours- ...contributions make a real impact. Position Overview We are seeking a Senior Audit Associate to lead engagements, develop team members, and... ..., distribution, restaurants, construction, real estate, and high-net-worth individuals and estates. We are committed to professional...SeniorHigh net worthFull timeFlexible hours
- Early Warning Services LLC is seeking a Principal Engineer specializing in ServiceNow to lead technical strategies and architectural design. This hands-on role requires deep expertise in ServiceNow platforms and mentorship of junior engineers. Located in Scottsdale, this...SeniorWork at officeRemote work
$91.8k - $171k
...specialized wealth planning for High Net Worth / Ultra High Net Worth... ...meet their long-term financial objectives. Leverages... ...a member of a client strategy team to facilitate the... ...as a subject matter expert in area(s) of... ...specialist resource to senior leaders and stakeholders...SeniorHigh net worthPart timeLocal areaShift work$140k - $160k
...Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering... ...for smart, forward-thinking strategies around income tax, estate planning... ...for an experienced Tax Senior Manager or Director who’s ready... ...Lead teams on tax returns, financial statements, and related...SeniorHigh net worthWork at officeRemote work3 days per week
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