Senior Financial Advisor — Wealth & Estate Planning (HNW)
Empirical Wealth Management
A financial services firm in San Francisco is seeking experienced Financial Advisors to provide high-level financial advice and support to high-net-worth clients. Candidates should have a Bachelor's degree and the CFP designation, along with at least 7 years of related experience. Responsibilities include onboarding clients, providing investment and tax planning advice, and managing client relationships. The role offers a competitive salary, full benefits, and the potential for revenue sharing. #J-18808-Ljbffr Empirical Wealth Management
- Empirical Financial Services, LLC seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals and business owners within its integrated advisory model. This role blends technical estate, gift, and tax knowledge...SeniorHigh net worth
- Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families... ...advisory model. You will collaborate with financial advisors, tax professionals, and attorneys to design...SeniorHigh net worth
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years... ...and simplify their financial lives by integrating financial planning, investment... ...business management, tax, estate, insurance, and... ...challenges. Regis Wealth Advisors work hand-... ...management.Job Summary:The Senior Wealth Advisor...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$170k - $210k
...Why Work at Mercer Advisors? For more than 40... ...and simplify their financial lives by integrating financial planning, investment management... ...management, tax, estate, insurance, and... ...challenges. Regis Wealth Advisors work hand-... ...Job Summary: The Senior Wealth Advisor focuses...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...is looking for a highly skilled Trusts and Estates Associate to join their team in San Francisco, CA. This senior-level role involves advising high-net-worth clients on wealth transfer strategies and complex estate planning. The ideal candidate will possess a Juris Doctorate...SeniorHigh net worth
- BCG Attorney Search seeks a Senior Trusts And Estates Attorney in San Francisco, CA. The ideal candidate has a JD... ...with high-net-worth trusts, estate planning, and tax considerations. The role focuses on complex wealth transfer strategies, fiduciary compliance,...SeniorHigh net worth
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...and families to develop personalized financial strategies and help clients make the... ...We bring together holistic financial planning, access to institutional quality investments...SeniorHigh net worth
- ...Office provides proactive financial counseling and full-service... ...to address their specific planning needs and manage their financial... ...preparation and planning, estate planning and wealth transfer, employee benefits... ...clients. Our trusted Advisor teams have worked with sophisticated...High net worthApprenticeshipWork experience placementWork at office
$85k - $270k
...Private Family Office provides financial counseling and full-service... ...to address their specific planning needs and manage their... ...preparation and planning, estate planning and wealth transfer, employee benefits... ...and skilled Family Office Advisor to join our team. The ideal...High net worthFull timeTemporary workPart timeWork at office- ...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...SeniorHigh net worth
- ...seeking an experienced Attorney for their Estates and Trusts practice. Ideal candidates... ...administration, focusing on estate and income tax planning for high-net-worth clients.... ...drafting estate plans, and advising clients on wealth planning solutions. A Juris Doctor degree...SeniorHigh net worth
$75k - $160k
YOUR IMPACTAs a Financial Planner, you will be instrumental... .... You will work with advisors to cultivate deep,... ...experience. OUR IMPACT Wealth ManagementAcross... ...businesses provide financial planning, investment management... ...and planning, estate planning and wealth transfer...High net worthFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes families turn to across... ...personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation —...High net worthWork at office$70k - $200k
...Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of... ...---------------------------------------Job Family:Financial Planning Services----------------------------------------------------...SeniorHigh net worthFull time- Fox Rothschild LLP in San Francisco, CA seeks an attorney with 3-5 years of estate planning and trust administration experience to join our Taxation & Wealth Planning Department. The ideal candidate will contribute to a nationally recognized practice advising high-net-worth...High net worth
- ...Office provides proactive financial counseling and full-service... ...to address their specific planning needs and manage their financial... ...preparation and planning, estate planning and wealth transfer, employee benefits... ...clients. Our trusted Advisor teams have worked with sophisticated...High net worthFull timeApprenticeshipWork experience placementWork at office
$106.25k - $125k
Job Summary Mercer Advisors has worked with... ...and simplify their financial lives. Whether a family... ...financial planning, investment management, tax and estate planning, insurance... ...challenges. Regis Wealth Advisors work hand... ...providing leverage to the Senior Wealth Advisor and...High net worthTemporary workWork at officeLocal areaRemote workMonday to Friday- ...Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions.... ...firm is located in San Francisco’s Financial District. We are seeking an... ...closely with clients and their outside advisors on wealth planning solutions Conduct legal research...SeniorHigh net worth
$135k - $230k
...Client services. This Tax Senior Manager role will be... ...tax engagements, from planning to completion, to include... ..., fiduciary, gift and estate and other tax returns,... ...strategies that optimize wealth preservation,... ...executivesServing as a trusted advisor, managing client relationships...SeniorHigh net worthFull timeLocal area- ...of the fastest-growing financial planning firms in the industry... ...search for Financial Advisors. Well-backed and recognized... ...to delivering optimal wealth management solutions.... ...background in serving HNW and UHNW individuals,... ...software and tools. Seniority level Mid-Senior level...High net worthFull time
- A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff...SeniorHigh net worthRemote job
$170k - $225k
A leading financial services firm is seeking a Senior Wealth Planning Strategist to lead wealth planning for high net worth clients. This role requires designing and presenting tailored recommendations based on in-depth financial analysis while fostering a client-centered...SeniorHigh net worth- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related... ...matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving tax laws. The...SeniorHigh net worthWork at office
- ...seeking an experienced Senior Trust & Estates Paralegal to join a... ...entity, and charitable planning matters.... ...beneficiaries, accountants, financial institutions, appraisers... ...and other professional advisors. Support real estate... ...administration, probate, and wealth transfer matters....SeniorHigh net worthPrivate practiceWork at office
- Senior Trusts And Estates Attorney Job Overview: A distinguished law firm based... ...professional to support its estate planning and trust administration... ...and implement advanced wealth transfer strategies Guide clients... ...with other attorneys and advisors on complex tax and...SeniorHigh net worth
- ...partnerships, S-corporations, trusts, and estates Work on complex Flowthrough and/or PCS... ...findings to client situations Assist with tax planning strategies, projections, and entity... ...flowthrough taxation Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients...SeniorHigh net worthLocal area
- ...Samsara, Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and... ...The Role We are seeking an experienced Senior Analyst to join our GC Wealth team. The... ...operations and an understanding of the tax and estate planning considerations that high net worth...SeniorHigh net worth
- Fox Rothschild LLP in San Francisco, CA seeks an associate for the Taxation & Wealth Planning Department with 3-5 years of experience in estate planning and trust administration. The ideal candidate will be licensed to practice in California and may have an LLM in Taxation...High net worth
$200k - $300k
About Wealth At Work: Enterprise Citi Wealth at Work... ...corporations and to achieve their financial aspirations. We work... ...new high-net-worth (HNW) clients. This role is... ...: Serve as a trusted advisor to clients,... ...traditional retirement planning. Working with Integrated...High net worthFull time$150k - $175k
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships...Senior
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