Remote Senior Wealth Strategist - Estate & Tax Planning
Jobleads-US
- Remote job
Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex estate planning, financial planning, and tax considerations.
Responsibilities include crafting sophisticated estate plans, meeting with families to assess structures and tax exposure, and collaborating with advisors to execute integrated planning solutions.
#J-18808-Ljbffr Jobleads-US- ...New England Legal Search is seeking an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate planning, financial planning, and tax considerations, with a minimum of 7 years’ experience....Remote jobSeniorTax
$200k - $240k
...comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for... ...develop and implement wealth planning as part of CIBC Private... ...clients understand their estate planning, tax planning, philanthropic vehicles... ...proportion of on-site and remote work) will be discussed at...Remote workSeniorTaxFull time- ...services including holistic financial planning, tax and estate planning services via trusted 3rd... ...and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of... .../projects within and across Wealth Management Advice & Solutions (WMAS...SeniorTaxTemporary workWork at officeHome officeFlexible hours
- Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients...SeniorTax
- ...Job Description Senior Wealth Strategist opportunity in Denver to serve sophisticated HNW clientele with deep expertise in estate planning, tax strategies, and wealth transfer. \n \n \n Partner with Relationship Managers and clients to develop comprehensive wealth...SeniorTax
- PNC, a leading financial services company, is seeking a Wealth Strategist Sr within its Private Bank organization. Based in the... ...Tysons Corner MD area, you will develop comprehensive tax, estate and financial plans for sophisticated clients and help grow assets under management...SeniorTax
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs. The role partners with advisors across investment...SeniorTax
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with...SeniorTax
$130k - $150k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...Planning team is part of our Wealth Solutions group, which... .... This role is remote, with a strong... ...coach Estate Planning Strategists Management of a service...Remote workSeniorTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Mercer Advisors is seeking an Estate Planning Director (attorney) to lead... ...worth clients within our Wealth Solutions team. The role combines... ...across wealth advisors and tax specialists, working in a... ...specialist, and mentor junior strategists while staying current on #J...Remote jobSeniorTax
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the... ...by providing them with advanced estate planning, income tax and financial planning analysis.... ...office regularly.Experience working remotely with demonstration of the ability...Remote workSeniorTaxFull timeWork experience placementWork at officeRelocation package
- Edward Jones seeks an experienced Senior Estate Strategist to partner with branch teams, providing advanced estate planning and holistic financial planning for high‑net‑worth clients... ...tailored strategies, translating complex tax and legacy planning into client goals, while...SeniorTax
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations... ...prospects. You’ll educate on retirement tax strategies, assess needs with a proven... ..., with extensive coaching and a fully remote setup. #J-18808-Ljbffr Curvion BlueRemote jobSeniorTax
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote jobSeniorTax$170k - $225k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...organization. Investment Strategists support the firm's... ...0 years client facing wealth management experience... ...stakeholders working remotely across the United States...Remote workSeniorTaxTemporary workWork at officeLocal areaFlexible hours$200k - $250k
...retirees make smarter retirement tax planning decisions. This is NOT a... ...in retirement tax planning and wealth strategy solutions. Position Overview As a Senior Wealth Strategy Consultant, you... ...Performers Love This Opportunity 100% remote environment 25-30 inbound consultations...Remote workSeniorTaxFor contractorsFlexible hours$130k - $150k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...Planning team is part of our Wealth Solutions group, which... .... This role is remote, with a strong... ...coach Estate Planning Strategists Management of a service...Remote workSeniorTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...seeks a Vice President, Advanced Planning to lead sophisticated financial and estate planning engagements for high-net-... .... Travel is 5-20% and the role is remote but requires proximity to an Investor... ..., regulatory licensing, and tax planning experience are essential....Remote jobSeniorTax
$102k - $208k
DescriptionSummary:The Wealth Strategist III is responsible for delivering... ..., transactional advisory, estate, and financial plans to high net worth clients.... ...on estate planning, tax planning, and financial planningCompetency... ..., and do their best work. Remote roles will also have the...Remote workTaxFull timePrivate practiceWork at officeWork from homeFlexible hours- ...opportunity to contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be... ....Job DescriptionDevelops, consults on and implements tax, estate and financial plans for clients, including those of the greatest...SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office
$133k - $296.4k
...opportunity to contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be... ...position.Job DescriptionDevelops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity...SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office$120k - $250k
...Trail NorthJob Family Group:Wealth Sales & ServiceProvides specialized wealth planning for High Net Worth / Ultra... ...encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection... ...a specialist resource to senior leaders and stakeholders....SeniorTaxFull timeContract workPart timeLocal areaShift work$190k - $220k
...Ultra High Net Worth (UHNW) financial and estate plans using their background and strong... ...subject matter expertise in conjunction with Wealth Advisors to leverage and source internal... ...group in that area. Keeps current on estate, tax and planning trends and their application...SeniorTaxFull timePart timeWork experience placementWork at officeShift workDay shift$120k - $140k
...powered bookkeeping and tax automation... ...Uplinq is hiring a Senior Tax Strategist to manage our Strategy... ...Build development plans and growth paths... ...tax minimization, estate planning, business... ...complex tax and wealth strategies for business... ..., rapidly scaling remote startup...Remote workSeniorTaxFlexible hours- ...Third Bank. About The Role The Senior Wealth Strategist serves as the primary wealth... ...experience through advanced planning expertise. Please see below... ...flow, ownership structures, estate plans, and charitable goals.... ...across estate, income tax, gift and estate tax, investment...SeniorTaxBank staffShift work
- ...experienced professionals - including wealth planners, tax advisors, estate attorneys, and other experts -... ...holistic, personalized wealth planning and family office solutions. This... ...family governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private...SeniorTaxWork at officeLocal area
- 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... ...strategies and drive sophisticated planning opportunities. With 7+ years in...SeniorTax
- ...Wealth Strategist We're looking for a seasoned and client-focused Wealth... ..., comprehensive financial plans for high-net-worth (HNW) clients... ...investment, retirement, estate, tax, risk management, and business... ...This is a full-time, non-remote position FLSA Status: Exempt...Remote workTaxFull timeLocal area
- BMO Financial Group is seeking a seasoned Wealth Planner to provide customized, comprehensive wealth planning for HNW and UHNW clients. You will work with private... ...deliver integrated solutions spanning financial, tax, estate, and philanthropic planning. Experts in wealth...SeniorTax
- Wealth Planning StrategistThe Wealth Planning Strategist (WPS) delivers sophisticated financial, estate and tax planning advisory services to TIAA's highest net worth and most influential clients. The WPS provides thoughtful, appropriate educational guidance for the client...TaxWork at office
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