Remote Tax-Driven Wealth Strategist for Retirees
$200k - $250kCurvion Blue
Curvion Blue is seeking a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. This remote role involves conducting 25–30 Zoom consultations weekly with high-net-worth individuals seeking guidance on retirement strategies. The position offers a flexible schedule and realistic earning potential of $200K–$250K. Ideal candidates have a CFP® designation, extensive client-facing experience, and the ability to foster trust with clients without cold #J-18808-Ljbffr
$120k
...Wealth Strategist - Tax Wealth Script Advisors | Fully Remote | $120,000 plus bonus At Wealth Script Advisors, we are dedicated to redefining wealth management with... ...outside providers. • Conduct research on client-driven planning questions and produce clear, usable deliverables...Remote workTaxTemporary workWork at office$90k - $120k
...Job Description Wealth Strategist, Tax \n Wealth Script Advisors | Fully Remote | $90,000 to $120,000 plus bonus \n \n About Wealth Script Advisors \n... ...reviews. \n • Conduct research on client-driven planning questions and produce clear, usable deliverables...Remote jobTaxWork at office$102k - $208k
DescriptionSummary:The Wealth Strategist III is responsible for delivering Huntington Private Bank... ...preferredComprehensive knowledge on estate planning, tax planning, and financial... ...strong community, and do their best work. Remote roles will also have the opportunity to...Remote workTaxFull timePrivate practiceWork at officeWork from homeFlexible hours- ...Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex... ...planning, financial planning, and tax considerations. Responsibilities include...Remote workTax
- ...Collaborating with the Advanced Wealth Planning & Consulting team,... ...time Minnesota Licensed Wealth Strategist will assess, consult, and develop... ...high-net-worth clients in a remote setting. Key Responsibilities... ...estate, retirement, business, and tax planning strategies Ensure...Remote workTaxFull time
- ...Search is seeking an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate planning, financial planning, and tax considerations, with a minimum of 7 years’ experience. Responsibilities include...Remote workTax
$200k - $240k
...CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and... ...clients understand their estate planning, tax planning, philanthropic vehicles, life... ...arrangement (proportion of on-site and remote work) will be discussed at the time of your...Remote workTaxFull time- ...we bring the opportunity. Zions Wealth is a specialized division within... ..., financial planning, estate and tax planning, business succession planning... ...of the Senior Wealth Planning Strategist position and is not eligible for hybrid or remote work arrangements. Benefits: Medical...Remote workTaxWork experience placementWork at officeLocal areaFlexible hours
- ...looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you’ll... ...covering investment, retirement, estate, tax, risk management, and business... ...& credit check This is a full-time, non-remote position FLSA Status: Exempt We are an Equal...Remote workTaxFull timeLocal area
- Wealth Planning StrategistThe Wealth Planning Strategist (WPS) delivers sophisticated financial, estate and tax planning advisory services to TIAA's highest net worth and most influential clients. The WPS provides thoughtful, appropriate educational guidance for the client...For retireesTaxWork at office
- ...Description StevenDouglas has been retained by our Wealth Management client to identify a Senior Tax Wealth Strategist. The work is advisory and forward-looking:... ...in moving beyond a billable hour and compliance driven role, this opportunity will be of interest to you...Tax
$177k - $260k
...Saratoga Springs, NY: New York - Remote: Los Angeles, CA: Full time:... ...planning, investment, tax, and retirement solutions. Backed... ...scaled, complex industries like wealth and investment management — to... ...rapid learning, and a hypothesis-driven approach.* You thrive in...Remote workTaxFull timeLocal areaImmediate startFlexible hours$200k - $250k
...team and help high net worth retirees make smarter retirement tax planning decisions. This... ...tax planning and wealth strategy solutions. Position... ...Thrives in relationship-driven conversations Enjoy educating... ...Love This Opportunity 100% remote environment 25-30 inbound...Remote workTaxFor contractorsFlexible hours$150k - $175k
...Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth Are you a fit? Easy... ...a highly personalized, relationship-driven approach. As a modern multi-family... ...services—including investment management, tax strategy, estate planning, and...TaxWork experience placementWork at officeLocal areaFlexible hours- ...a global leader in innovative wealth management, asset servicing, asset... ...At Northern Trust, our Wealth Strategist position is a key business... ...strategy, and execution of our goals-driven approach to wealth management... ...of wealth transfer and tax planning strategies.You’ll cultivate...TaxFull timeH1bLocal areaWorldwideFlexible hours
$120k - $250k
...:2375 Tamiami Trail NorthJob Family Group:Wealth Sales & ServiceProvides specialized wealth... ...advice and solutions encompassing financial, tax, succession, philanthropic, will, estate... .../ Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Salary...TaxFull timeContract workPart timeLocal areaShift work$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist / Client Development Sales Executive Overview... ...strategy, and execution of our goals‑driven approach to wealth management planning.... ...utilizing your knowledge of wealth transfer and tax planning strategies. Check‑in...TaxLocal area$190k - $220k
...subject matter expertise in conjunction with Wealth Advisors to leverage and source internal... ...in that area. Keeps current on estate, tax and planning trends and their application... ...Work About Truist Truist is a purpose-driven financial services company, formed by the...TaxFull timePart timeWork experience placementWork at officeShift workDay shift$70k - $140k
...seeking a client-focused, intellectually curious, and driven individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the client... ...protection planning, trust and estate coordination, tax-efficiency strategies, and financial freedom (...TaxFull timeFor contractorsWork at officeFlexible hours- ...Job Description Merrill Wealth Management is a leading provider of... ...work community that is culture driven, resilient, results focused and... ...effective. The Private Wealth Strategist, part of Merrill’s Strategic... ...families and individuals. Strong Tax, legal research and writing...TaxPrivate practiceWork at officeWork from homeShift workDay shift
$100k - $360k
...Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct consultations with... ...net-worth individuals regarding retirement tax planning. This role revolves around sophisticated... ...from $100,000 to $360,000 per year, this remote position allows for a flexible schedule,...Remote workTaxFlexible hours$200k - $250k
...Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K–$250K+. You'll engage in sophisticated financial...Remote workTax- ...following job description The Truist Wealth Omni Digital Senior Strategist is responsible for working in... ...investment client strategy and uses data-driven insights to inform opportunities Manages... ...accidental death and dismemberment, tax-preferred savings accounts, and a 40...TaxFull timePart timeShift workDay shift
$125k
...The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory... ...environment that is mission-driven, results-driven and community oriented... ..., including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies...TaxWork at office$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant to help high-net-worth retirees with their retirement tax planning. The role involves conducting 25-30 pre-scheduled... ...earning potential of $200K-$250K+ in a 100% remote environment. #J-18808-Ljbffr Curvion BlueRemote workTax- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom... .... You will educate on advanced retirement tax planning and Roth strategies, guiding... ...in virtual communication. This role offers remote work, a premium earning potential, and a coaching...Remote jobTax
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations... ...prospects. You’ll educate on retirement tax strategies, assess needs with a proven... ...selling, with extensive coaching and a fully remote setup. #J-18808-Ljbffr Curvion BlueRemote jobTax
- ...planning techniques across the Elements of Wealth to deliver advanced estate and financial... ...levels of wealth, and keeps current on estate, tax and planning trends and their application... ...Truist About Truist Truist is a purpose-driven financial services company, formed by the...TaxFull timePart timeWork experience placementWork at officeShift workDay shift
- Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion... ...investments, wealth management, legal, and tax matters, along with expanded access to... ...Job Summary: We are seeking a Wealth Strategist to join the Aligned Wealth team and...TaxTemporary workWork at office
$130.53k - $228.38k
...Northern Trust As a global leader in innovative wealth management, asset servicing, asset... ...space. You’ll share and support our goals-driven wealth management approach to both prospective... ...your knowledge of wealth transfer and tax planning strategies. And you’ll check‑in regularly...TaxH1bLocal areaWorldwideFlexible hours
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