UHNW Wealth Planner & Estate Strategy
$120k - $150kNFP Corp
NFP Corp is seeking a Wealth Planner to join its Wealth Strategy Team in Nashville, TN. The Wealth Planner will support Financial Advisors and clients in developing comprehensive wealth transfer plans. This position offers an opportunity for progression into ultra-high-net-worth advisory work, focusing on complex estate and multi-generational planning. We offer a competitive salary between $120,000 and $150,000, benefits, and a PeopleFirst culture prioritizing employee relationships. #J-18808-Ljbffr NFP Corp
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Planner & Estate Strategy in Nashville, TN vacancy
$120k - $150k
...Wealthspire is a leading wealth management, retirement advisory... .... Summary: The Wealth Planner will serve as a core member of the Wealth Strategy Team, supporting Financial... ...ultra-high-net-worth (UHNW) advisory work, including complex estate, tax, and multi-generational...SuggestedWork at office$157.2k
...holistic approach that integrates wealth management, tax planning, and... ...Mazars delivers personalized strategies aligned with each client's... ...the intersection of advanced estate and family enterprise planning... ...solutions for ultra-high net worth (UHNW) individuals,...SuggestedHourly payWork at officeFlexible hours- ...Nashville is seeking an Advanced Planning Director to lead the promotion of investment products through advanced retirement and wealth planning strategies. This role involves consulting with sales to identify opportunities, mentoring associates, and presenting advanced sales...Suggested
- ...a seasoned and client-focused Wealth Strategist to join our team. In... ...covering investment, retirement, estate, tax, risk management, and business succession strategies. Partner with legal, tax, and... ...experience. Certified Financial Planner (CFP) designation required....SuggestedFull timeLocal areaRemote work
- ...are: Waddell & Associates (W&A) is a boutique, family-founded wealth strategy firm with locations in Nashville and Memphis, serving clients... ...lives. Through thoughtful, integrated strategies across tax, estate, and investment planning, we bring clarity and structure to...SuggestedFull timeWork at office
- ...A leading healthcare consulting firm is seeking an Associate Principal to lead complex nursing strategy engagements. This role involves advising senior healthcare executives, managing high-impact projects, and mentoring team members. The ideal candidate will have over...Remote work
Press Ganey
Nashville, TN2 days ago $94.9k - $130.5k
...Become a part of our caring community The CenterWell Senior Strategy Consultant provides data-based strategic direction to support the broader team and identify and address business issues and opportunities. You will blend strategy development with operating model...Full timeTemporary workApprenticeshipRemote workHumana
Nashville, TN1 day ago- A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you'll conduct in-depth assessments, collaborate with other professionals, and ensure compliance with...Full time
$88.2k - $163.8k
A leading global travel management company is looking for a consultant in Nashville, TN to enhance hotel program strategies and drive client success. The role requires a minimum of 3-5 years of consulting experience, expertise in hotel management platforms, and advanced...Flexible hours$115.2k - $158.4k
Become a part of our caring community The Innovation Portfolio Strategy Advisor reports to a Behavioral Health portfolio director and drives the product lifecycle for assigned products within that portfolio. You will accomplish the product strategy developed by the portfolio...Temporary workFor contractorsApprenticeshipWork from homeHome office- United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals. The ideal candidate has...Full time
$94.9k - $130.5k
Humana Inc. is looking for a Senior Strategy Consultant to provide data-based strategic direction and collaborate with leadership across their Primary Care, Home, and Pharmacy businesses. The role blends strategy development with execution thoughtfulness and includes developing...Remote job- A prominent financial institution is seeking a Wealth Strategist in Brentwood, TN. This full-time position requires a strong background... ...least 5 years of experience and possess a Certified Financial Planner designation. Responsibilities include conducting financial...Full time
$104.4k - $143.6k
Become a part of our caring community Humana's Strategy Planning team is a small, high-performing group that works closely with senior leadership to establish the future course for the company. In Strategy Planning, you will identify and analyze growth opportunities and...Bi-weekly payFull timeTemporary workApprenticeshipWork at officeWork from homeRelocationHome officeRelocation package3 days per week- ...and a proven track record in management consulting. The opportunity offers exposure to various business facets and direct impact on strategy and performance. We provide a competitive compensation package, including benefits and a collaborative work environment. #J-18808...Work at office
- ...Strategy and Operations Consultant Nashville, Tennessee, United States Who We Look For An SEI-er is a master communicator and active listener who understands how to navigate an audience. Self-aware, almost to a fault, SEI-ers keenly understand how to adjust their...Permanent employmentWork at office
SEI
Nashville, TN3 days ago $86.3k - $118.7k
...leader in consumer-focused health solutions and is one of the largest health benefits organizations in the country. The Insurance Strategy team supports Humana’s Insurance business unit. This business unit, Humana’s largest, comprises the majority of the company’s...Bi-weekly payFull timeTemporary workApprenticeshipWork experience placementWork at officeRemote workHome officeFlexible hours$100 - $150 per hour
...strategic regulatory advice to emerging biotech sponsors on early clinical development. Responsibilities include shaping regulatory strategy, advising on clinical trial design, and participating in client discussions. The ideal candidate has over 15 years of experience...Remote jobHourly payPart time$129.5k - $186.1k
About the role This Sales Marketing Business Advisor role directly supports UKG's Marketing team as part of the GTM Strategy & Planning team. Act as the pipeline strategist and attribution governance owner, serving as a trusted growth advisor to Sales Marketing leadership...Local areaRemote work$54.3k - $145.86k
Position Summary Develop and execute effective sales strategies in conjunction with the Market SVP to exceed National Account business development goals and objectives. Fundamental Components The Sales Executive serves as a strategic growth partner to the Market SVP and...Hourly payFull timeTemporary workLocal area$107.9k - $172.64k
...and strategic guidance. The role involves collaboration with leadership to create multi-year financial plans, supporting corporate strategy, and driving operational improvements. The ideal candidate will have a Bachelor's degree or advanced degree along with 8+ years of...- Focus Financial Partners is seeking an Associate Wealth Advisor in Nashville, TN. This role requires collaboration with a planning-centric team to design and protect clients' financial dreams. Responsibilities include developing financial plans, managing client relationships...Work at officeRemote work
$129.5k - $186.1k
...Qualifications 8+ years of experience in Sales Operations, Partner Sales Operations, Business Analytics, Sales Finance, or related GTM strategy role in a SaaS company with an understanding of the sales cycle, buying channels, forecast methodologies, and pipeline metrics...Immediate start$70.35k - $205.8k
...industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating...Live inWork at officeLocal areaAccenture
Nashville, TN13 hours ago$129.5k - $186.1k
UKG (Ultimate Kronos Group) seeks a Sales Marketing Business Advisor to support the Marketing team in Nashville, TN. The role demands 5+ years of experience in Marketing Operations, strong analytical skills, and proficiency with tools like Salesforce.com and PowerBI. Responsibilities...Remote job- A leading infrastructure company in Nashville seeks a motivated professional to support construction operations. The role involves collaborating with project managers, developing cost estimates, and managing supplier relationships. Candidates should hold a bachelor's degree...
- ...growth initiatives, with an emphasis on differentiated investment strategies, including alternatives and private investments. The ideal... ...and platform evolution. Qualifications 5+ years of experience in wealth management, investment strategy, portfolio analysis, investment...Work at office
- A Fiduciary Wealth Management Firm based in Nashville seeks a portfolio manager to develop and implement investment strategies aligned with client goals. Candidates should have a graduate degree and 5+ years of experience in finance, specifically in portfolio management...
$84.6k - $130k
...people at JLL are shaping the future of real estate for a better world by combining world... ...this job involves: As a Senior Occupancy Planner, you will be responsible for fostering... ...parameters of the client's workplace programs and strategy. Acting as a trusted advisor, you will...Daily paidWork experience placementLocal areaRemote workShift workJLL
Nashville, TN3 days ago- ...environment. Your Opportunity We're looking for a Senior Planner who thrives at the intersection of urban planning and... ...and community alignment. Manage or support public engagement strategies, including workshops, charrettes, and digital outreach. Support...Full timeTemporary workPart timeFor subcontractorCasual workWork at officeLocal areaWorldwideFlexible hours
Stantec
Nashville, TN6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth Planner & Estate Strategy. Be the first to apply!
Related searches
- production planning specialist Nashville, TN
- medical equipment planner Nashville, TN
- materials planning & execution specialist Nashville, TN
- facilities planner Nashville, TN
- vacation planner Nashville, TN
- airport planner Nashville, TN
- retirement plan specialist Nashville, TN
- operations planner Nashville, TN
- capacity planner Nashville, TN
- business continuity planner Nashville, TN