Senior HNW Wealth Planner & Global Tax Strategist
$116.25k - $210kBanco Santander SA
A leading financial services firm is seeking a Director, HNW Wealth Planner in the United States. This role focuses on providing advanced financial planning and cross-border tax strategies to high-net-worth clients. The ideal candidate will have expertise in wealth planning, a solid understanding of U.S. tax codes, and experience with international clientele. With strong analytical and communication skills, you will deliver tailored planning strategies while collaborating closely with financial advisors and other teams. This position offers an annual salary range of $116,250 to $210,000. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior HNW Wealth Planner & Global Tax Strategist in New York, NY vacancy
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among... ...investment management, advanced tax planning, and multi‐... ...you will serve as the lead strategist on sophisticated engagements... ...strong benefits Direct impact on HNW/UHNW client strategy at a nationally...SeniorTaxHigh net worthFull timeWork at officeRemote workFlexible hoursStonepath
New York, NY2 days ago$200k - $225k
...in client assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused on clients with... ...centric approach of client servicing across Rockefeller Global Family Office. Responsibilities Partner with Private...SeniorTaxHigh net worthWork at officeLocal area$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial... ...engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners. This...SeniorTaxHigh net worthRemote workFlexible hoursStonepath
New York, NY2 days ago$150k - $215k
# **Senior Wealth Planner**## at### **Description**Summary: The Neuberger Berman Estate and Wealth Planning... ..., wealth simulation analysis, income tax, estate and risk management strategies... ..., advisors and individual investors globally. Tenured, stable and long-term in focus...SeniorTaxHigh net worthLocal areaWorldwideShift work- LGBT Great is looking for a Senior Estate Planner in New York to advise high-net-worth clients on trust and estate planning, tax strategies, and philanthropy. This role focuses on managing... ...with portfolio managers and wealth planning teams. The ideal candidate will...SeniorTaxHigh net worthVisa sponsorship
$200k - $225k
A prominent financial advisory firm seeks a Senior Wealth Planner in New York City. The ideal candidate will provide tailored financial planning services to high-net-worth clients, including cash flow management and estate planning. Responsibilities include partnering with...SeniorTaxHigh net worth- ...Senior Estate Planner As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients... ...on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving...SeniorTaxHigh net worthLocal area
Neuberger Berman
New York, NY1 day ago $30 per hour
...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader... ...offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to ultra-high...SeniorTaxHigh net worthWork at officeRemote workBeacon Pointe Advisors
New York, NY3 days ago$116.25k - $210k
...Director, HNW Wealth PlannerCountry: United States of America**It Starts Here:**Santander is a global leader and innovator in the financial services... ...:**The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth...TaxHigh net worthHourly payContract workWork experience placementWork at officeShift workBanco Santander SA
New York, NY2 days ago- ...A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning... ...of experience in financial and tax planning, holds a CFP/PFS... ...involves collaboration with wealth strategists. The position offers competitive...SeniorTax
Choreo
New York, NY2 days ago $250k
...Citi Citi, the leading global bank, has approximately 2... ...serve. About Citi Wealth Citi Wealth is focused... ...Bank brands . The Senior Wealth Management Relationship... ...on estate planning, tax strategies, and business succession for HNW and UHNW clients. ~ Strong...SeniorTaxHigh net worthFull timeCiti
New York, NY9 hours ago$158.01k - $276.46k
Overview At Northern Trust, our Wealth Strategist position is a key business development sales role... ...development sales executive role. As a senior member of the Northern Trust team, you will... ...your knowledge of wealth transfer and tax planning strategies. You’ll check‑in...SeniorTaxHigh net worthLocal area- ...Overview This Is Not Your Average Financial Planner Role – This Is Your Career Game-Changer.... ...CEO who’s already reshaping the wealth management space. You’ll grow, develop, and... ...financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and...SeniorTaxHigh net worthFor contractorsWork at officeRemote workShift work
Socha Capital
New York, NY2 days ago $158.01k - $276.46k
Sr. Wealth Strategist page is loaded## Sr. Wealth Strategistlocations: New... ...a Fortune 500 company, is a globally recognized, award-winning financial... ...appropriate plan for estate taxes. Utilizes knowledge of... ...organization is encouraged, senior leaders are accessible, and...SeniorTaxWork experience placementLocal areaFlexible hours$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 solutions for High Net Worth clients through advanced legal research and strategic wealth planning. The successful candidate...SeniorHigh net worth$170k - $300k
The Wealth Planner Principal is a strategic professional who closely follows latest trends in own... ...to negotiate internally, often at a senior level. Some external communication is typically... ...order to ascertain how such laws affect tax efficient offshore trust and company...TaxHigh net worthFull time$175k - $210k
...VP / Senior Director, Wealth Solutions Experience Remote, USA Why Work at Mercer Advisors? For 40 years... ...planning, investment management, tax, estate, insurance, and more, all managed... ...value proposition for Ascend and Regis (HNW, UHNW) client segments — contributing the...SeniorTaxHigh net worthTemporary workSeasonal workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hoursMercer Advisors
New York, NY2 days ago$210k - $280k
A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...SeniorTaxHigh net worth$75k - $125k
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior Analyst | New York OUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking... ..., which may include tax and estate planning, philanthropic...SeniorTaxHigh net worthFull timeTemporary workPart timeLocal area$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated... ...will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time...SeniorTaxHigh net worthFull time$80.75k - $135k
...net-worth clients within J.P. Morgan Wealth Management. The Event Strategist will set the vision, objectives,... ...ROI. Collaboratively align with planners to ensure logistics support event goals... ...diverse talents they bring to our global workforce are directly linked to...SeniorHigh net worthMonday to FridayJPMorgan Chase Bank, N.A.
New York, NY9 hours ago$220k
...established advisory firm based in New York is seeking a senior-level Trust & Estates Tax Partner. In this leadership role, you will oversee complex... ...compliance work for high-net-worth clients, focusing on wealth transfer planning and fiduciary taxation. The ideal candidate...SeniorTaxHigh net worth$220k - $275k
...innovation and the future of digital wealth management by processing... ...to change the world. As a global organization, we have offices... ...ABOUT THIS ROLE As a Senior Director, Solutions Architect... ...to accommodate international tax and reporting requirements for...SeniorTaxFull timeWork experience placementWork at officeLocal areaImmediate startRemote workWork from home3 days per weekApex Fintech Solutions
New York, NY1 day ago- Heritage Wealth Advisors, LLC in Wexford, PA seeks a Senior Wealth Planning Associate to enhance our financial planning and tax platform. This full-time position requires strong communication, analytical, and collaboration skills as the role supports client relationships...SeniorTaxFull time
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location... ..._outline CORPORATE TITLE Senior Vice President language... ...harvesting to enhance tax efficiency, portfolio... ...in 1869, we are a leading global investment banking, securities...SeniorTaxFull timeTemporary workWork at office
$104.7k - $174.5k
Overview Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division... ...and most complicated High Net Worth (HNW) and Ultra-High Net Worth (UHNW)... ...focused solutions across trusts and estates, tax, and family law-related matters. Key...SeniorTaxHigh net worthWork at office$60k - $140k
...transformational growth. For more information, visit WPP.com. SENIOR PLANNER WHO WE ARE Grey Health is the culmination of the rich... ...brands, leverage shared resources and strategic direction for global growth. POSITION OVERVIEW We are looking to add...SeniorWork at officeImmediate startGrey US
New York, NY3 days ago- ...Description Job Description We are seeking a Senior Associate/early career level Manager that... ...leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑... ...retirement planning, investment strategy, tax-aware planning, estate planning...SeniorTaxHigh net worthWork at office
ASPIRIANT LLC
New York, NY13 days ago $70k - $150k
Join to apply for the Wealth Planner role at Corient 1 week ago Be among the first 25 applicants... .../risk management, estate planning, tax planning and strategy, and what role they... ...candidate qualifications and experience. Seniority level Seniority level Mid-Senior level Employment...TaxHigh net worth16 hoursPermanent employmentTemporary workWork at officeFlexible hours- ...Top global law firm is seeking an experienced Senior Paralegal Specialist in Private Wealth for their NY office. The ideal candidate will have... ...accountants and financial planners. Additionally, the Senior Paralegal... ...estate (706) and gift tax (709) returns, asset spreadsheets...SeniorTaxWork at office
The O'Neil Search Group
New York, NY9 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior HNW Wealth Planner & Global Tax Strategist. Be the first to apply!
Related searches
- production planning specialist New York, NY
- medical equipment planner New York, NY
- materials planning & execution specialist New York, NY
- operations planning specialist New York, NY
- facilities planner New York, NY
- vacation planner New York, NY
- airport planner New York, NY
- retirement plan specialist New York, NY
- operations planner New York, NY
- capacity planner New York, NY