Senior Wealth Planning & Estate Strategy Advisor
Teachers Insurance and Annuity Association of America
The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess over 8 years of experience and a university degree. The position includes benefits like a retirement program and health offerings aimed at promoting well-being. #J-18808-Ljbffr
$170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This role involves business development, guiding teams, and reviewing planning structures for high-net-worth...Senior$104.7k - $174.5k
M&T Bank seeks a Wealth Management Senior Associate in New York City to join its Family Wealth Division. This role focuses on delivering customized... ...through advanced legal research and strategic wealth planning. The successful candidate will work closely with senior wealth...Senior- ...Co. is seeking a Talent Development Advisor for Asset & Wealth Management in New York. This position... ...of experience in Human Resources or Strategy and involves partnering with business... ...managing talent reviews, succession planning, and promoting HR talent products. Strong...Senior
$116.25k - $210k
...services firm is seeking a Director, HNW Wealth Planner in the United States. This... ...on providing advanced financial planning and cross-border tax strategies to high-net-worth clients. The... ...collaborating closely with financial advisors and other teams. This position offers...Senior- OnePoint BFG Wealth Partners is seeking a Senior Trust & Estate Strategist based in Parsippany, New Jersey. The role requires over 8 years of estate planning experience with ultra-high-net-worth clients... ...giving, and wealth transfer strategies. You'll collaborate with...Senior
$200k - $250k
...you'll be doing As a Senior Wealth Strategist, you are... ...and implement wealth planning as part of CIBC Private... ...clients understand their estate planning, tax planning... ...Planning: Develop strategies for wealth transfer, asset... ...clients and outside advisors (i.e., attorneys, CPAs...SeniorRemote work$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...Senior- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage... ...assets range and communicate complex financial strategies. This remote position requires outstanding skills...SeniorRemote job
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior... ...on making wealth transfer planning a primary component of the... ...collaborating directly with Financial Advisors and their clients. What... ...Strategists for tax and estate planning, business...SeniorTemporary workFlexible hours- Job Overview Plan, implement, and monitor the lifecycle... ...solutions in multiple wealth-planning areas based on... ...‑matter expert for Advisors on financial planning and... ...wealth‑planning strategies for U/HNW clients. Clearly... ...financial‑planning concepts, estate, wealth transfer, and...Senior
- ...firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients... ...clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP...Senior
$220k
...established advisory firm based in New York is seeking a senior-level Trust & Estates Tax Partner. In this leadership role, you will oversee... ...work for high-net-worth clients, focusing on wealth transfer planning and fiduciary taxation. The ideal candidate has extensive...Senior$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time$158.01k - $276.46k
...exceptional service. Wealth Strategist/Client... ...role. As a senior member of the... ..., solutions sales strategy, and execution of... ...wealth management planning. With the support... ...on the benefits of estate planning services,... ...and professional advisors. You understand...SeniorLocal areaFlexible hours- J.P. Morgan is looking for an Event Strategist to manage and execute events for affluent clients in the Midwest and East Regions. You will develop a strategic vision and regional calendar of events to support client engagement and enhance their experience. The ideal candidate...Senior
- ...drive marketing and distribution of private equity solutions. This senior position requires over 10 years of relevant experience in... ...analytical and communication skills. You will engage with financial advisors and develop investment insights while teaming up with various...Senior
- OnePoint BFG Wealth Partners Parsippany, New Jersey... ...our partner advisors by providing exceptional... ...team as a Sr. Trust & Estate Strategist . Position Overview The Senior Trust & Estate... ...guidance in complex estate planning, wealth transfer strategies, and trust...Senior
$170k - $210k
...Senior Wealth Advisor, UHNW (New York) New York, New York, United States Why Work at Mercer Advisors?... ...their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...SeniorTemporary workWork at officeRemote workMonday to FridayFlexible hours- The JPMorgan Wealth Aggregation and Analytics product... ...and executes on the strategy for multiple vendor products... ..., risk analysis and estate planning focused on offering a... ...families and the advisors who serve them. This includes... ...Analytics Reporting Senior Product Associate role...SeniorVisa sponsorship
- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...Senior
- United Cerebral Palsy of Georgia in New York, NY is seeking an experienced Investment Advisor. The role involves conducting investment reviews and developing policy statements while adhering to internal policies. Ideal candidates will have over ten years in Private Banking...Senior
$125k - $190k
...Hitachi Solutions Asia Pacific Pte. Ltd. is seeking a Senior Managing Consultant – Business Strategy/AI Advisor. In this remote role, you will oversee cross-functional teams to deliver strategic AI and business advisory services. Responsibilities include advising clients...SeniorRemote work- ...Chartis is seeking a Senior Manager Advisor to lead key client projects, primarily focused on philanthropy, with leading healthcare brands. The role requires a strong communications foundation and excellent writing skills. You will ensure client satisfaction and high-...SeniorRemote work
$50 - $60 per hour
...We are looking for a Senior Credit Strategist to join our team to train AI models. You will measure the progress of... ...limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time or part-time REMOTE position...SeniorHourly payFull timeContract workPart timeRemote work$175k - $210k
...by technology and driven by advisor needs. As a Senior Investment Strategist, you... ...design innovative portfolio strategies, and translate complex... ...medical insurance ~401k plan with generous matching and... ...we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds...SeniorCasual workWork at officeAfternoon shift- ...A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning resources. The ideal candidate has over 10 years of experience in financial and tax planning, holds a CFP/PFS designation, and possesses mastery...Senior
- ...leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate... ...skills to successfully engage with advisors and clients. Responsibilities include guiding...Senior
$129k - $160.7k
...four practices, driving the planning and execution rhythm of the function... ...that execute against global strategies. This role requires close... ...judgment to influence how senior peers think about their work... ...to help support the health, wealth, and overall well-being of our...SeniorFull timeTemporary workWork at officeImmediate startVisa sponsorshipWork visaShift work- ...Info-Tech Research Group is looking for an Executive Counselor to serve as a dedicated strategic partner for CHROs and senior HR leaders. You will leverage your extensive HR experience to guide executive-level decision-making, work directly with C-Suite clients, and influence...Senior
- The New Jersey Economic Development Authority is seeking a seasoned professional in commercial real estate to join their team. This senior role involves providing expert guidance on transactions and serving as a strategic resource for evaluating real estate initiatives...Senior
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