Senior Estate Planning Advisor for Wealth Transfer
Empirical Wealth Management
Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth clients. You will collaborate with advisors, tax professionals, and attorneys to design, implement, and maintain strategy aligned with goals and family dynamics. You will review and refine wills and trusts, prepare client summaries, and coordinate with tax, planning, and investment teams to integrate strategies across income tax and wealth transfer objectives. #J-18808-Ljbffr Empirical Wealth Management
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Estate Planning Advisor for Wealth Transfer in San Francisco, CA vacancy
- ...Buchalter LLP in San Francisco seeks a senior attorney to join the Trusts & Estates practice, focusing on estate planning, wealth transfer strategies, and post-death trust administration for high-net-worth individuals, private foundations, and family offices. The ideal...Senior
- Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied professionals to design,... ...wealth accumulation and transfer. The ideal candidate...Senior
$70k - $200k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...bank through the use of financial planning and excellent discovery and profiling...SeniorFull timeWork at officeCitigroup
San Francisco, CA4 days ago- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...in the country. We bring together holistic financial planning, access to institutional quality investments, life and...Senior
Beacon Pointe Advisors
San Francisco, CA4 days ago - ...Trust, a Fortune 500 financial institution, seeks an experienced professional to develop client relationships and manage sophisticated wealth management needs. The role involves advising on goals-driven strategies, negotiating complex financing, and leading cross-...Senior
- The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships... ...to anticipate client needs, independently navigate complex planning and investment situations, and bring together the...Senior
- Threadline Wealth is seeking a Senior Wealth Advisor in San Francisco to lead a significant book of high-net-worth clients, delivering sophisticated wealth... .... You will anticipate client needs, manage complex planning and investments, and ensure exceptional service while...Senior
- Talent Focus is seeking a Wealth Advisor for High Net-Worth Private Client practice in San Francisco. You will serve as a trusted financial... ...wealth strategies and coordinating across investment, estate planning, and tax considerations. The ideal candidate has 5-10 years...SeniorPrivate practice
- Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You... ...enduring client relationships, coordinate across tax, estate, and investment services, and collaborate with in-...Senior
- Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients... ...including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement planning. Hybrid work...SeniorWork at office
- Twin Peaks Wealth Advisors, LLC is seeking an experienced Wealth Advisor and Relationship Manager to manage a portfolio of high-net-worth... ...equity compensation, tax strategy, investments, and generational planning. You will be the face of the firm for your clients,...Senior
- ...private entities. You will mentor staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice. You’ll join a fast-growing firm offering upward career trajectory, flexible work arrangements, and opportunities for...SeniorPrivate practiceFlexible hours
$150k
A wealth management firm is seeking a Business Development Principal to build relationships and convert high-net-worth individuals into... ..., consultative sales, and a strong understanding of financial planning. Competitive compensation includes a $150,000 base salary plus...SeniorBase plus commission- ...multigenerational families — and the advisors who serve them — exactly... ...is seeking exceptional wealth advisors who have built a $10... ...customized wealth strategies and planning for founders, executives, and... ...admin Qualifications Transferable AUM of $100M+ Established...Work at officeRemote workFlexible hours
Certuity
San Francisco, CA4 days ago - ...enabling them to preserve their wealth for future generations, and... ...experienced team of wealth advisors has knowledge and access to the... ...class offerings including planning, investing, lendingand money... ...across wealth planning, wealth transfer, traditional and alternative...Permanent employmentTemporary workWork at officeFlexible hours
CI Financial Careers
San Francisco, CA1 day ago $200k - $300k
Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing ...Senior- ...striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending... ...centers, a retirement savings plan, backup childcare, tuition... ...Asset Management provides individuals, advisors and institutions with strategies and...Senior
$26 - $29 per hour
Overview Being the next generation Senior Relationship Banker at East West Bank means you... ...mortgage, treasury management, deposits, wealth management investment products, international... ...such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers...Senior- ...Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit...Senior
Citi
San Francisco, CA3 days ago - ...relationships and deliver holistic wealth management to high-... .... As a Wealth Advisor and Relationship Manager... ...management and generational planning, and partner with our... ...grow, preserve, and transfer wealth across generations... ..., tax, equity comp, estate, and insurance. Translate...
$91.1k - $179.5k
Position Summary Retirement & Wealth Provider Solutions ConsultantOur Human Capital practice is at the forefront of transforming... ...Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities...Local areaDeloitte
San Francisco, CA5 days ago- ...help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned...Work at office
Forge Global
San Francisco, CA6 days ago - ...help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned...Full timeWork at office
The Charles Schwab Corporation
San Francisco, CA2 days ago - ...will mentor staff, manage multiple engagements, and drive proactive planning while collaborating with firm leadership to grow the practice. The role expects extensive experience in personal, trust, estate, and gift taxation, with a strong emphasis on client relations and...Senior
$200k - $250k
...Estate Planning Advisor We are seeking an Estate Planning Advisor to lead and support sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within Empirical Wealth Management’s integrated advisory model. This...Empirical Financial Services, LLC
San Francisco, CA1 day ago- ...on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates have 7+ years of industry experience...Senior
- JPMorgan Chase & Co. seeks an Executive Director, Lending Specialist for its Wealth Management division in San Francisco. This role drives client outcomes in lending, offers expertise to advisors, and promotes the firm’s lending solutions. The ideal candidate will have...Senior
- ...information or questions regarding this listing.Associate Financial Advisor | Wealth Management | San Francisco; HybridA growing independent... ..., and given meaningful exposure to comprehensive wealth planning.This is an exciting opportunity to work alongside experienced...
Robert Half
San Francisco, CA1 day ago $170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...here.Job Summary:The Wealth Advisor focuses on deepening relationships...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
San Francisco, CA2 days ago$127k - $250k
...We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in San... ...execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions. Deliver active...Temporary workWork experience placementLocal areaWorldwideFlexible hoursThe Bank of New York Mellon
San Francisco, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Estate Planning Advisor for Wealth Transfer. Be the first to apply!
Related searches
- associate corporate finance San Francisco, CA
- senior financial advisor San Francisco, CA
- financial advisor no experience San Francisco, CA
- oracle financial functional consultant San Francisco, CA
- estate planning consultant San Francisco, CA
- entry level financial advisor San Francisco, CA
- project finance associate San Francisco, CA
- financial counselor San Francisco, CA
- financial advisor associate San Francisco, CA
- senior wealth advisor San Francisco, CA