Senior Wealth Advisor - Estate & Tax Planning (CFP)
$100k - $250kEmpirical Wealth Management
A growing financial services firm is seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and servicing high-net-worth clients. Candidates should have 7+ years of relevant experience, a four-year degree, and a CFP designation. Responsibilities include sales proficiency and integration of advanced Wealth Management techniques. The compensation is competitive, with a salary range of $100,000 – $250,000 and full benefits paid by the company. #J-18808-Ljbffr Empirical Wealth Management
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Estate & Tax Planning (CFP) in Fort Worth, TX vacancy
- ...firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with... ...environment. Candidates must have a four-year degree and CFP designation, coupled with 7+ years in financial planning. This role offers competitive pay with significant...SeniorTax
$70k - $80k
...than 40 years, Mercer Advisors has been helping families... ...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...that supports Wealth Management Teams nationwide... ...Finance. Completion of CFP coursework. A minimum...TaxTemporary workWork at officeHome officeMonday to FridayFlexible hours- Ernst & Young Oman is seeking a Real Estate Tax Senior Manager in Fort Worth, Texas. The successful candidate will lead diverse tax planning projects, providing timely and accurate tax advice to a varied client base. A background in real estate tax, managing projects, and...SeniorTaxFlexible hours
$70k - $80k
Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...paraplanners that supports Wealth Management Teams... ...Finance. * Completion of CFP® coursework. * A...TaxFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...primary relationship advisor for high net worth... ...-high net worth wealth clients. Responsible... ...personal financial planning and financial advisory... ...in tandem with a senior credit advisor. * Advanced... ...Qualifications: * CFP preferred or CTFA,... ...and dismemberment, tax-preferred savings...TaxFull timePart timeWork at officeLocal areaShift workDay shift
- Position Summary The Senior Tax Associate is responsible for preparing accurate and complete... ...corporations, partnerships, trusts, and estates. This position works closely with... ...understandable terms. Provide year-round tax planning advice to minimize future tax liabilities...SeniorTaxSeasonal workLocal area
- A reputable recruiting agency is seeking an experienced Senior Tax Manager for a client in Fort Worth, TX. This role involves leading client engagements and providing strategic tax planning services. The ideal candidate has 8+ years of public accounting experience, a CPA...SeniorTax
$100k - $110k
...with financial planning process, tools,... ...credentialing preferred (CFP, ChFC, CPA-FPS,... ...with Advisors to deliver comprehensive... ...strategies and tax implications... ...-term care and estate planning Model... ...preparation Seniority level Seniority... ...00 2 weeks ago Wealth Advisors...TaxFull timeInternship$100k - $250k
...driven, and focused Financial Advisors to join our fast-growing... ...be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include... ...a four-year degree and the CFP designation 7+ years in financial...Tax$130.6k - $298.7k
Ernst & Young Oman is seeking a tax professional with extensive experience in compliance and strategic planning. This role involves managing client engagements, guiding associates, and analyzing data in a collaborative, hybrid work environment. The ideal candidate will...SeniorTax- Financial Planning Associate (Open to Remote, If Not Local)... ...for First Command’s newest advisors, equipping them with the... ..., principles of estate planning, income taxation rules, tax considerations in all stages... ...planning highly preferred (CFP, ChFC, CPA, etc.) Work Experience...TaxWork experience placementLocal areaRemote workHome office
- DHMA Inc. in Hurst, Texas is seeking a Senior Tax Associate to prepare federal, state, and local tax returns for various clients. This... ...Finance. The position involves maintaining client relationships and providing year-round tax planning advice. #J-18808-Ljbffr DHMA Inc.SeniorTaxLocal area
$70k - $250k
Overview As business owners, Wealth Management/Financial Advisors at Northwestern Mutual-... ...personalized approach to financial planning. They spend their days... ...SIE, Series 6, Series 63, CFP®, and more NM-Funded Retirement... ...contractors for income tax purposes, and a statutory...TaxContract workFor contractorsWork experience placement- A staffing agency partnered with national clients is seeking a Tax professional to support their expanding tax team in Fort Worth, Texas... ...and a CPA certification. With over 5 years of experience in tax planning, compliance, and client services, you will play a crucial role...SeniorTax
$50k
...business model. One financial advisor and one branch office administrator... ...and adjust the branch business plan to increase branch... ...offers a 401k retirement plan, and tax-advantaged accounts: health savings... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER...TaxWork at officeWork from homeHome officeFlexible hours$76k - $125.3k
...most technically demanding tax planning and compliance projects around... ...to develop into a trusted advisor role to client. You will work... ...A thorough understanding of estate and wealth planning Experience with federal... ...the confidence to challenge senior colleagues and stakeholders...SeniorTaxWork experience placementSummer holidayLocal areaFlexible hours- A leading global consulting firm is seeking a Senior Property Tax professional with at least three years of relevant experience. The role involves advising on indirect tax regulatory changes, managing compliance processes, and optimizing tax strategies. Candidates should...SeniorTax
- A global professional services firm in the United States is seeking a Senior in Indirect Tax to manage tax strategies and compliance. The candidate must have a Bachelor's degree in Accounting or related fields and over 3 years of professional tax experience. Responsibilities...SeniorTaxFlexible hours
- Strittmatter Wealth Management Group (SWMG) in Fort Worth is seeking a motivated Financial Planning graduate for their Paraplanner Apprenticeship Program. The role offers hands... ...mentorship, and training while aiming for a CFP certification. Responsibilities include...Apprenticeship
$81.7k - $135k
Location: Anywhere in Country Tax - Indirect - Property Tax - Senior Will you shape the future or will the future shape you? The opportunity Our tax... ...tax refund and recovery review. Proficiency in tax planning and optimization. Knowledge of audit quality and remediation...SeniorTaxSummer holidayLocal areaImmediate startFlexible hours- ...We Serve We offer Tax, Audit, Advisory, and Business... ...: Private Equity, Real Estate & Hospitality, Media &... ...This role is ideal for senior manager and principal... ..., year-round tax planning and strategic consulting... ..., including estate and wealth transfer planning Represent...SeniorTaxWork at officeLocal areaRemote work
HCVT
Fort Worth, TX1 day ago - ...Tax Senior Manager We are a full-service public accounting firm that... ...projects, tax research and planning matters for the firm's business... ...and Audit, Tax, and Wealth Management Services as well as... ...Client industries include real estate, manufacturing, private equity...SeniorTaxWork at officeWork from homeFlexible hours
MESCH, PLLC
Fort Worth, TX4 days ago $141k - $230k
...weaver.com. Position Profile Weaver seeks a State and Local Tax (SALT) Senior Manager to help lead the Sales & Use (Indirect) Tax division... ...and will lead the delivery of innovative sales and use tax planning ideas for our diverse clients. The Senior Manager will be...SeniorTaxLocal areaFlexible hoursWeaver
Fort Worth, TX4 days ago- ...Senior Director, Supply Chain Governance & Risk Management Amentum... ...risk scoring Mitigation planning and escalation protocols... ...Leadership Serve as a trusted advisor to executive leadership on supply... ...Employee stock purchase plan Tax-saving options Disability...SeniorTaxHourly payContract workWork at office
Amentum
Fort Worth, TX3 days ago - ...accounting firm that focuses on tax and audit and provides... ...opening for a Tax Senior in our office.... ...projects, tax research and planning matters for the firm’s... ...Assurance and Audit, Tax, and Wealth Management Services as... ...include real estate, manufacturing, private...SeniorTaxWork at officeImmediate startWork from homeFlexible hours
MESCH, PLLC
Fort Worth, TX4 days ago $141k - $290k
...Tax Senior Manager - Commercial Tax Weaver is a full-service national accounting, advisory and consulting firm with opportunities for... ...CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on consolidated...SeniorTaxImmediate startFlexible hoursWeaver
Fort Worth, TX4 days ago- ...impact. Position Summary The Sales and Use Tax Senior will be responsible for assisting in all... ...use tax audits, general consulting, tax planning strategies, and compliance, including... ...to uphold your reputation as a reliable advisor. Understanding clients' business...SeniorTaxLocal area
- Senior Tax Manager About the Role: Our client, located in Fort Worth, TX is seeking an experienced Senior Tax Manager to join our growing... ..., oversee staff development, and provide strategic tax planning and compliance services to a diverse portfolio of clients. The...SeniorTaxWork at office
$90k - $115k
...capped during busy season) Role: Tax Senior Target Salary: $90,000 - $115... ...and maximize client wealth. 3. Conduct research on various... ...issues to develop effective tax planning strategies. 4. Manage tax audits... ...retirement planning, estate planning, and business succession...SeniorTaxPermanent employmentWork at officeLocal areaNight shiftWeekend workJobot
Fort Worth, TX3 days ago$70k - $80k
...Tax Senior We are a full-service public accounting firm that focuses on tax and audit and provides financial advisory and management... ...work on a variety of tax compliance projects, tax research and planning matters for the firm's business clients. With our...SeniorTaxWork at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Estate & Tax Planning (CFP). Be the first to apply!
Related searches
- jde finance consultant Fort Worth, TX
- financial advisor Fort Worth, TX
- financial planner cfp Fort Worth, TX
- financial planner Fort Worth, TX
- senior financial advisor Fort Worth, TX
- financial planning assistant Fort Worth, TX
- financial advisor associate Fort Worth, TX
- financial counselor Fort Worth, TX
- financial planning associate Fort Worth, TX
- finance associate Fort Worth, TX