Senior Trust Advisor - Private Wealth & Estate Planning
Dormont Manufacturing Co
Dormont Manufacturing Co seeks a Trust Advisor II in Burlington, Vermont, to manage and retain client accounts, including trusts and estates. This role requires establishing strong business relationships with clients while determining financial goals and developing strategies for success. Ideal candidates will have a Bachelor’s degree, over 5 years of related experience, and knowledge of estate planning and investments. A sales-oriented mindset will help achieve goals in this dynamic environment. #J-18808-Ljbffr Dormont Manufacturing Co
- Brown Brothers Harriman is seeking a Wealth Planner in New York to support the Senior Wealth Planner and collaborate with Relationship Management to provide integrated trust, estate, and tax guidance for our Private Banking clients. The role offers the opportunity to engage...PrivatePart timeLocal areaRemote workFlexible hours
$91k - $145.6k
...USD Line of Business TD Wealth Job Description The Private Client Services (PCS) Trust Advisor II administers and... ...accounts, including trusts, estates, personal retirement... ...strategies and plans. Explains terms of governing... ...supervision from senior staff members Administers...PrivateWork experience placementWork at officeLocal areaFlexible hours$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... ...clients holistically on wealth and estate planning, investments, banking, credit,... ...banking, wealth and estate planning, and trust services to frame, acquire, and retain...PrivateTemporary workWork at officeRemote workFlexible hours3 days per week- OnePoint BFG Wealth Partners Parsippany,... ...empowering our partner advisors by providing... ...our team as a Sr. Trust & Estate Strategist .... ...Position Overview The Senior Trust & Estate... ...in complex estate planning, wealth transfer... ...SLATs, CLTs, CRTs, private foundations, and...SeniorPrivate
$170k - $210k
...Why Work at Mercer Advisors? For more than 4... ...financial planning, investment management... ...management, tax, estate, insurance, and more... ...challenges. Regis Wealth Advisors work hand... ...help a wide range of private investors,... ...Job Summary: The Senior Wealth Advisor focuses...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$250k - $300k
...seeks a seasoned professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic... ...ideal candidate will have over 9 years of experience in private real estate and alternative asset management. Compensation...SeniorPrivate- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York.... ...involve collaborating with clients on estate planning, providing trust administration guidance... ...with at least 10 years of experience in wealth planning and trust administration. Strong...Senior
- Citi Global Wealth brings together the full power of Citi to serve... ...family offices through Citi Private Bank, operates in the... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial... ...the use of financial planning and excellent discovery and...SeniorPrivateFull timeWork at office
- ...firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients... ...clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional... ...bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance... ...management, and trust and estate planning. Work... ...years' experience in the wealth management industry as...SeniorPrivate$119k - $160k
...Associate, Non‑Self‑Sustaining Advisor with Goldman Sachs & Co. LLC... ...York, NY. Create comprehensive wealth management plans, asset allocation, and location... ...- which may include tax and estate planning, philanthropic planning, and private banking and lending services....PrivateFull time- 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
$220k - $250k
...recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private Client department in their New... ...with sophisticated estate planning and estate/trust administration... ...families, and fiduciaries on complex wealth transfer and tax planning...SeniorWork at office$250k - $350k
Our client, a leading wealth management, planning and advisory firm... ...families, is seeking a Senior Advisor for a direct hire... ...a deeply integrated trusted advisor role, designed... ...classes, including private and alternative investments... ...investment, tax, estate, and family...SeniorPrivateWork at office$200k - $260k
...Senior Tax Manager / Tax Principal – High... ...independent wealth management and advisory... ..., financial planning, tax advisory, estate planning, and... ...viewed as strategic advisors and key... ...worth individuals, trusts, partnerships, closely... ...businesses, private foundations, and...SeniorPrivatePermanent employmentWork at officeLocal areaFlexible hours- Citizens Financial Group is seeking a First Line Risk Senior Manager in New York, NY, to support Private Wealth Management and Trust products. This role focuses on identifying and mitigating risks while managing compliance aspects. The ideal candidate will possess 6-8...SeniorPrivateFlexible hours
- ...Associate Attorney to join its Trusts & Estates / Private Client practice in New York... ...and international private wealth matters, supporting... ...Advise clients on estate planning, wealth transfer, gift and... ...family offices, financial advisors, accountants, and legal professionals...PrivatePrivate practice
- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
$250k - $275k
Fiduciary Trust International is seeking a Trust Counsel for its NY market team in Midtown. The role requires expert guidance on estate planning and trust administration. The ideal candidate will have over 10 years of experience, a JD or LLM, and proficiency in cross-border...Senior- ...luxury furnishings. As our Senior Associate of Strategic... ...relationships and trust. Thrives in a fast-paced... ...Auditing, and Strategy/Planning Industries Wholesale Luxury... ....00 5 days ago Asset & Wealth Management, Portfolio... ...Analyst/Associate | Private Capital Advisory (GP, Real...SeniorPrivateFull timeTemporary work
$85k - $105k
Senior Financial Planner, Advisor Services First Affimative Location... ...operations, planning, and back-office... ...engagement and private high-impact investing... ...: advisors trust you with their clients... ...projections, estate scenarios, and... ...trust, gifting, and wealth transfer...SeniorPrivateFull time$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from... ...Custom Credit, Investment Advisors and Trust Officers to assess client's current financial... ...solutions through the financial planning process. Prioritize short term and long...SeniorTemporary workWork experience placement- ...Wealth Advisor We partner with a curated network of RIAs, Independent... ..., Multi Family Offices, Trust Companies and Boutique... ...Advisors who fit their culture, planning philosophy and long-term... ...Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead...Private
- ...Services client is seeking a Senior Wealth Advisor to join their rapidly... ...base, delivering high-impact planning and investment advice, and partnering... ...aware planning, retirement, estate considerations, equity... ...party specialists across tax, trust and estate, and insurance, ensuring...SeniorRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that... ...defining their financial planning and investment needs and objectives... ..., retirement planning, estate planning, stock options, charitable... ...providers across tax, trust & estate, and insurance...SeniorWork at officeImmediate start$30 per hour
...to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The... ...guidance and education on estate, tax, philanthropic,... ...years’ experience in trust and estate planning or... ...family partnerships, private foundations, and charitable...SeniorPrivateWork at officeRemote work- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
$100k - $300k
...Position Profile Weaver Capital Advisors, LLC is seeking talented... ...and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with...SeniorBase plus commissionFlexible hours- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivateFull time
- The-Misch-Group is seeking an experienced Private Client Attorney based in New York, NY, to provide estate planning and trust administration services to high net-worth clients. The ideal candidate will manage a portable book valued at ten million dollars or more, demonstrating...Senior
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