Senior Wealth Strategist Trust & Estate Planning Leader
$158.01k - $276.46kThe Northern Trust Company
Northern Trust, a Fortune 500 company, is seeking an experienced professional to focus on trust sales and investment management services. Candidates should have a strong understanding of fiduciary products and sales experience, alongside excellent analytical skills. The role involves developing client relationships, ensuring compliance with fiduciary regulations, and effectively cross-selling financial services. Northern Trust offers a competitive salary range of $158,010 to $276,460 and comprehensive benefits including a discretionary bonus program. #J-18808-Ljbffr
$158.01k - $276.46k
...Northern Trust Corp in Seattle is seeking a Sr Wealth Strategist. The role requires 5-7 years of experience in trust sales or relationship management. You will sell bank products, consult on estate planning, and work closely with clients and their advisors. Ideal candidates...Senior$200k - $250k
...A wealth management firm based in Seattle is seeking a Senior Wealth Manager. The role includes overseeing fiduciary relationships, leading financial planning analysis, and partnering with a client service team... ..., including extensive trust management experience, and...Senior- ...Personnel Services, Inc. is seeking a qualified JD to advise clients on estate and wealth transfer strategies, draft legal documents such as wills and trusts, and assist with tax-efficient succession planning. Candidates should have at least 4 years of experience in trusts...Senior
- ...Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family... ...Strategist is a thought leader in wealth strategy,... ...guidance and education on estate, tax, philanthropic, and... ...10 years’ experience in trust and estate planning or administration...SeniorWork at officeRemote work
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior... ...wealth transfer planning a primary component... ...Strategists for tax and estate planning, business succession planning, trust and charitable planning... ...compensation Leaders who support your development...SeniorTemporary workFlexible hours$200k - $250k
...Nature of the Role As a senior member of the Trust Resources Group, the Senior Wealth Manager provides oversight... ...Manager serves as a leader and subject matter expert on trust and estates for both the Trust Resource... ...wealth and financial planning strategies for clients,...SeniorFull timeContract workWork experience placementWork at officeRemote workFlexible hours$158.01k - $276.46k
...Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations:... ...: R155299**About Northern Trust:**Northern Trust, a Fortune... ...attorneys onthe benefits of estate planning products/services.Analyzes... ...is encouraged, senior leaders are accessible, and you can...SeniorLocal areaFlexible hours$70k - $130k
RBC Capital Markets, LLC is looking for a Senior Associate Wealth Strategist based in Seattle, Washington. This role is vital in providing wealth transfer planning services primarily for high net worth clients. You will work closely with external Wealth Strategists and...Senior$116k - $167k
Google Inc. is seeking a Senior Strategist for Ads and Shopping in Seattle, WA. This role focuses on ensuring user safety while optimizing solutions... ...’s degree, substantial experience in data analytics and trust safety, and skills in SQL and Python. The compensation...Senior- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance... ...for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years of experience...Senior
$142.7k - $214.03k
...Tax Senior Manager, Private Wealth Baker Tilly, one of the fastest growing CPA advisory firms in... ...affluent families and family offices, estates, and trusts in managing, preserving and... ...trust, estate and gift tax, succession planning, valuation and international tax services...SeniorPrivate practiceLocal area- ...U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of...Senior
- ...U.S. Bank is seeking a PWM Wealth Planner in Seattle, responsible for delivering comprehensive, goals-based financial planning services. Key functions include lifestyle, protection, philanthropic, and estate planning. The ideal candidate will have at least 10 years of...Senior
- ...Private Wealth Tax Principal Are you looking to join an entrepreneurial... ...and family offices, estates and trusts in managing, preserving and... ...and gift tax, succession planning, valuation and international... ...required Experience as a leader in a public accounting firm...Private practice
$165k - $345k
...Washington Job Summary The Family Wealth Strategist serves as the lead advisor... ...in investible assets. This senior-level role is responsible... ...management, wealth planning, trust services, and banking solutions... ...knowledge of tax, investment, estate planning, and philanthropic...Work experience placementWork at officeFlexible hoursNight shift$148.5k - $174.7k
...Job Description The PWM Wealth Planner is focused on providing clients... ...comprehensive, goal‑based planning. The Wealth Planner provides the... ...transition planning, and estate planning. The Planner has expertise... ...or in conjunction with senior team members. Basic Qualifications...SeniorTemporary workWork experience placement$115k - $225k
...investment banking, securities, wealth management and... ...them and their clients. A leader in custom solutions for... ...ecosystem: We lead the planning, coordination, and... ...investment priorities. Act as a senior interface between... ...alignment and build trust with stakeholders. Facilitate...SeniorTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$90k - $100k
...A progressive communication agency is seeking a Managing Digital Strategist to lead large email programs for political and nonprofit clients. The role involves writing fundraising emails, managing a team, and analyzing metrics. Ideal candidates should have extensive experience...SeniorFull time- ...years of experience in taxation. Your role will involve performing detailed reviews of tax returns, advising clients on succession planning, and managing engagement staffing. Join a company that values professional development and team growth. #J-18808-Ljbffr Baker...Senior
$94k - $175k
...Summary The Sr Fiduciary Strategist is responsible for... ...reviews and monitors all estate planning documents periodically... ...any potential trust and estate tax-related... ...Work closely with Sales Leader, Regional Trust Director... ...tax, and other related wealth issues by keeping current...SeniorWork experience placementWork at officeLocal areaFlexible hours$137.5k
...Sr Strategist, Agent Enablement Platforms This role sits within the Traveler and Partner Service Platform organization at Expedia Group... ...more effectively. Operational knowledge is only useful if it is trusted, well-structured, and easy to deliver across systems. In this...Senior$150k
...Senior Lifestyle Strategist WeHo, Los Angeles, USA Compensation: $150,000 OTE ($100k base + $50k Uncapped Bonus with up to 2x Booster First-Year... ...effectively set expectations, and maintain engagement and trust. You have a strong passion for: Engaging with the premium lifestyle...SeniorFull timeLocal areaRemote workRelocation packageFlexible hours$116k - $216k
...The KPB Sr Portfolio Strategist advises clients on appropriate... ...aspects of clients' planning and personal goals.... ...Key as the client’s trusted advisor. Interfaces... ...other client plans (tax, estate planning, retirement,... ...projects, accessible leaders, and opportunities to...SeniorWork experience placementWork at officeFlexible hours- ...Senior Asset Allocation Strategist Russell Investments is seeking a quantitatively skilled investment professional to serve as a Senior Asset Allocation... ...investment solutions, primarily focused in the U.S. Wealth channel Build and enhance models supporting asset...Senior
$116k - $167k
Senior Strategist, Ads and Shopping, Scams Google Seattle, WA, USA Benefits for this role include... ...years of experience in data analytics, trust and safety, policy, cybersecurity, or related... ...of the relevant Alphabet Inc. stock plan, and your grant agreement. They have no...SeniorTemporary work$235k - $250k
Laird Norton Wetherby is seeking a full-time Senior Tax Advisor in Seattle, WA. This role... ...teams, and providing guidance on tax and estate matters. Candidates should have at least... ...including health coverage and flexible spending plans. #J-18808-Ljbffr Laird Norton WetherbySeniorFull timeFlexible hours- ...Charles Schwab is looking for a Sr. Manager, Wealth Advisor to provide clients with exceptional advisory services. In this role, you will be part of a dedicated team focused on personal relationships and specialized service, using a range of investment products to meet...Senior
- ...TwinThread is seeking a Senior Home Lending Advisor to join their high-energy team in Bellevue, Washington. The role involves utilizing your extensive knowledge of home lending products to serve as the chief point of contact for customers throughout the loan process....Senior
- Russell Investments in Seattle, WA is seeking a skilled candidate for a role focused on asset allocation strategy and quantitative research. This position involves designing multi-asset investment solutions, developing portfolio construction methodologies, and conducting...Senior
- ...SHEIN is seeking a Senior Logistics Specialist in Bellevue, United States to manage Middle-Mile logistics and optimize transportation processes. In this role, you'll track performance metrics, drive efficiency through strategic initiatives, and handle reverse logistics...SeniorFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist Trust & Estate Planning Leader. Be the first to apply!
- strategist Seattle, WA
- investment strategist Seattle, WA
- design strategist Seattle, WA
- technology strategist Seattle, WA
- brand strategist Seattle, WA
- workplace strategist Seattle, WA
- digital strategist Seattle, WA
- media strategist Seattle, WA
- senior strategy consultant Seattle, WA
- account strategist Seattle, WA

