Senior Wealth Advisor - Estate & Tax Planning (CFP)
$100k - $250kEmpirical Wealth Management
A growing financial services firm is seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and servicing high-net-worth clients. Candidates should have 7+ years of relevant experience, a four-year degree, and a CFP designation. Responsibilities include sales proficiency and integration of advanced Wealth Management techniques. The compensation is competitive, with a salary range of $100,000 – $250,000 and full benefits paid by the company. #J-18808-Ljbffr
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Estate & Tax Planning (CFP) in Fort Worth, TX vacancy
- ...firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with... ...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...SeniorTax
Empirical Financial Services, LLC
Fort Worth, TX4 days ago - ...Certified Financial Planner (CFP®) with a passion for... ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join... ...by providing financial planning solutions using our time... ...related to investment advice, tax strategies, legacy & estate planning, philanthropic...SeniorTaxWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide advisory services in the real estate sector. This role requires 7-10 years of experience and a strong knowledge of partnership taxation. The ideal candidate will manage...SeniorTax
Ernst & Young Oman
Fort Worth, TX1 day ago - ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager in Fort Worth, Texas. The successful candidate will lead diverse tax planning projects, providing timely and accurate tax advice to a varied client base. A background in real estate tax, managing projects,...SeniorTaxFlexible hours
Ernst & Young Oman
Fort Worth, TX1 day ago $70k - $80k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...paraplanners that supports Wealth Management Teams... ...Finance. Completion of CFP® coursework. A...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Colleyville, TX2 days ago$135k - $155k
...Estate Planning Associate Attorney | Boutique Firm This Jobot Job is hosted... .... The Estate Planning and Tax Group works closely with... ..., estate administration, and wealth preservation. Attorneys here... ...effectively with clients and advisors. A proactive, solutions-oriented...SeniorTaxWork at officeLocal areaJobot
Bedford, TX5 hours ago- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... .... We bring together holistic financial planning, access to institutional quality... ...Financial planning experience preferred CFP®, CFA, or other professional designations...Senior
Beacon Pointe
Fort Worth, TX4 days ago - ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... .... We bring together holistic financial planning, access to institutional quality... ...Financial planning experience preferred CFP®, CFA, or other professional designations...Senior
Beacon Pointe
Fort Worth, TX5 days ago - ...primary relationship advisor for high net worth... ...-high net worth wealth clients. Responsible... ...personal financial planning and financial advisory... ...in tandem with a senior credit advisor. * Advanced... ...Qualifications: * CFP preferred or CTFA,... ...and dismemberment, tax-preferred savings...TaxFull timePart timeWork at officeLocal areaShift workDay shift
Truist Financial Corporation
Fort Worth, TX5 days ago - 慨正橡扯 is seeking experienced Wealth Advisors to provide advanced financial advice to High Net Worth clients. Applicants should have a CFP® designation and at least 7 years of experience in financial planning and relationship management. The role includes onboarding clients...SeniorWork at officeRemote workMonday to Friday
- ...Senior Manager, UHNW Wealth Advisors Apply ( locations Dallas/Ft. Worth, TX time type Full... ...a suite of solutions including planning, investments, estate planning and trust solutions, private... ...Certified Financial Planner (CFP®) designation preferred. This...SeniorFull timeWork at officeRelocation package
Vanguard
Fort Worth, TX4 days ago $95k - $105k
...Strittmatter Wealth Management Group, LLC. is seeking a Senior Financial Advisor in Fort Worth, TX. The role involves serving an... ...providing comprehensive financial planning and investment advice.... ...experience, preferably with a CFP® designation, and strong financial...SeniorStrittmatter Wealth Management Group
Fort Worth, TX1 day ago$100k - $150k
...Strittmatter Wealth Management Group, LLC. in Fort Worth, TX is seeking a seasoned Wealth Advisor. The ideal candidate should have a strong financial planning background and a proven track record of attracting and converting high net worth clients. This full-time position...SeniorFull timeStrittmatter Wealth Management Group
Fort Worth, TX4 days ago- ...Stellantis Financial Services US in Fort Worth, Texas, is seeking a Senior Income Tax Analyst to support federal and state tax compliance and reporting. This role involves collaboration with management, the U.S. parent company, and external consultants to manage tax returns...SeniorTax
Stellantis Financial Services US
Fort Worth, TX5 days ago - ...The Bonadio Group is seeking a seasoned Tax Manager at its Dallas, Texas location, focusing on tax accounting within the Tax Service line. Key responsibilities include preparing and reviewing complex tax returns, developing client relationships, and addressing tax issues...SeniorTax
The Bonadio Group
Fort Worth, TX4 days ago $95k - $105k
...are seeking an experienced Senior Financial Advisor who is passionate about helping... ...RIA. About Us Strittmatter Wealth Management Group (SWMG) is a... ...specialize in retirement planning, investment management and business... ...financial planning skills CFP® designation preferred...SeniorStrittmatter Wealth Management Group
Fort Worth, TX1 day ago- ...EisnerAmper LLP is hiring a Tax Senior Associate to join the Private Client Services (PCS) team in Wisconsin. This role involves tax compliance, planning, and consulting with a strong focus on client communication and team integration. The ideal candidate has a Bachelor...SeniorTax
EisnerAmper
Fort Worth, TX4 days ago $5,000 per month
...Job Title Financial Advisor Locations North... ...comprehensive financial planning and guidance to... ...investments, insurance, tax considerations, estate planning, and wealth preservation Manage... ...License preferred CFP®, ChFC®, RICP®, CLU... ...from a senior client associate role...TaxDaily paidFull timeFor contractorsLocal areaImmediate startRemote workCornerStone Professional Placement
Fort Worth, TX2 days ago- ...Financial Planning Associate (Open to Remote, If Not Local... ...for First Command's newest advisors, equipping them with the... ...eligibility, principles of estate planning, income taxation rules, tax considerations in all... ...planning highly preferred (CFP, ChFC, CPA, etc.) Work Experience...TaxWork experience placementLocal areaRemote workHome office
First Command Financial Services
Fort Worth, TX2 days ago - ...A global professional services firm in the United States is seeking a Senior in Indirect Tax to manage tax strategies and compliance. The candidate must have a Bachelor's degree in Accounting or related fields and over 3 years of professional tax experience. Responsibilities...SeniorTaxFlexible hours
Ernst & Young Oman
Fort Worth, TX4 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...through financial planning. On your path to... ...contractors3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC... ...certification marks CFP®, CERTIFIED FINANCIAL PLANNER...TaxFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Fort Worth, TX5 days ago$100k - $250k
...driven, and focused Financial Advisors to join our fast-growing... ...be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include... ...a four-year degree and the CFP designation 7+ years in financial...TaxEmpirical Wealth Management
Fort Worth, TX2 days ago$100k
...Coordinator in Dallas, TX, to support its Corporate and Advanced Tax Strategies practice groups. This role involves providing... ...managing case files, and assisting with corporate governance and estate planning matters. The ideal candidate should have prior experience in legal...SeniorTaxNew Gig Solutions
Bedford, TX4 days ago- ...Certified Financial Advisor Apply (... ...Financial Planner (CFP®) looking for a... ...Financial Advisor and Senior Certified... ...investors to help them plan their financial... ...approaches, tax management... ...Apply trust and estate planning knowledge... ...preserve client’s wealth. In-depth knowledge...TaxFull timeWork at officeRemote workRelocationMonday to Friday
Vanguard
Fort Worth, TX4 days ago $1,000 per month
...an integrated financial planning practice from the... ...as the Series 6 & 63 or CFP. Get inspired at local... ...Financial Representative or Advisor role upon graduation. Qualifications... ...student; juniors and seniors preferred... ...contractors 1 for income tax purposes, and a "statutory...TaxFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Fort Worth, TX4 days ago$1,000 per month
...an integrated financial planning practice from the... ...as the Series 6 & 63 or CFP. Get inspired at local... ...Financial Representative or Advisor role upon graduation.... ...time student; juniors and seniors preferred... ...contractors for income tax purposes, and a "statutory...TaxFull timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Fort Worth, TX5 days ago- ...Crowe LLP in Wisconsin is seeking a Tax Associate to review and prepare consolidated tax returns for various entities, including corporations... ...individuals. The role involves providing tax compliance and planning support to clients, optimizing tax strategies, and managing the...SeniorTaxLocal areaRemote work
Crowe
Fort Worth, TX4 days ago $50k
...business model. One financial advisor and one branch office administrator... ...and adjust the branch business plan to increase branch... ...offers a 401k retirement plan, and tax-advantaged accounts: health savings... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER...TaxWork at officeWork from homeHome officeFlexible hoursEdward Jones
Fort Worth, TX4 days ago$100k - $110k
...with financial planning process, tools,... ...credentialing preferred (CFP, ChFC, CPA-FPS,... ...with Advisors to deliver comprehensive... ...strategies and tax implications... ...-term care and estate planning Model... ...preparation Seniority level Seniority... ...00 2 weeks ago Wealth Advisors...TaxFull timeInternship- ...Financial Advisor Manager Apply ( locations Dallas/Ft.... ...across investment management, estate planning, tax strategy, and trust services... ...leader with deep expertise in wealth management, a passion for... ...Graduate degree preferred. CFP preferred. This job...TaxFull timeWork experience placement
Vanguard
Fort Worth, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Estate & Tax Planning (CFP). Be the first to apply!
Related searches
- strategic finance associate Fort Worth, TX
- associate leveraged finance Fort Worth, TX
- associate corporate finance Fort Worth, TX
- financial planner Fort Worth, TX
- estate planning consultant Fort Worth, TX
- financial counselor Fort Worth, TX
- senior wealth advisor Fort Worth, TX
- senior financial advisor Fort Worth, TX
- project finance associate Fort Worth, TX
- financial advisor development program Fort Worth, TX