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
- ...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
- Mercer Advisors in Colleyville, Texas is seeking a Financial Planner to join its Financial Planning Group. This role focuses on creating comprehensive... ...with investment and estate planning specialists. Candidates... ...related field and complete CFP® coursework. Strong...Suggested
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client...SeniorTaxFull timeH1bLocal area$116.2k - $229.1k
...and across workforce, risk, assurance, and tax, Deloitte helps drive value along the... ...Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in... ...application layers for finance use cases such as planning, budgeting, forecasting, profitability,...SeniorTaxVisa sponsorship- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...We bring together holistic financial planning, access to institutional quality investments... ...planning experience preferred ~ CFP®, CFA, or other professional designations...Senior
$77.33k - $157.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate, Property Tax to join our State... ...taxStrong knowledge of the development, planning, and execution related to property taxKPMG...SeniorTaxWork experience placementLocal area$78.68k - $160.75k
...federal partnership tax experience to a... ...enabled solutions. As a Senior, Tax Services in... ...brings together tax planning, marketplace insight... ...equity, real estate, technology, healthcare... ...Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred: Advanced...SeniorTaxWork at officeLocal areaVisa sponsorship2 days per week3 days per week- ...company, is a full-service real estate developer, investor and advisor, focused on developing... ...seeking a SeniorProperty Tax Analyst to join its... ..., collaborative team, the Senior Property Tax Analyst will... ...prepare analyses to support tax planning, budgeting, and reporting...SeniorTaxFull timeWork at office
- ...Worth, TX, seeks an experienced Tax Principal / Senior Tax Manager - UHNW to lead tax planning and compliance for ultra-high-net... ...offices, executives, trusts, estates, and closely held businesses. You... ...and collaborate with attorneys, wealth planners, and leadership to grow...Tax
- ...Certified Financial Advisor Apply (... ...Financial Planner (CFP®) looking for a... ...Financial Advisor and Senior Certified... ...investors to help them plan their financial... ...approaches, tax management... ...Apply trust and estate planning knowledge... ...preserve client’s wealth. In-depth knowledge...TaxFull timeWork at officeRemote workRelocationMonday to Friday
$90k - $100k
...range from Professional Services, Real Estate, Non-Profit, Financial Services, Construction... ..., we are actively seeking to add a Tax Senior to the team! In return, we offer a great... ...technical memorandums.-Assist with tax planning strategies and consulting engagements.-Communicate...SeniorTaxLocal area$1,000 per month
...an integrated financial planning practice from the... ...as the Series 6 & 63 or CFP®. Get inspired at local... ...Financial Representative or Advisor role upon graduation.... ...time student; juniors and seniors preferred... ...contractors for income tax purposes, and a "statutory...TaxFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...goals through financial planning. On your path to becoming... ...3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC... ...the certification marks CFP®, CERTIFIED FINANCIAL PLANNER...TaxFull timeContract workFor contractorsWork at office$1,000 per month
...an integrated financial planning practice from the... ...as the Series 6 & 63 or CFP. Get inspired at local... ...Financial Representative or Advisor role upon graduation.... ...time student; juniors and seniors preferred... ...contractors for income tax purposes, and a "statutory...TaxFull timeFor contractorsInternshipLocal areaFlexible hours- ...delivery, maintain compliance, and leverage extensive wealth management experience. Responsibilities include... ...0 years in financial services and strong interpersonal skills, as well as familiarity with financial planning software. #J-18808-Ljbffr Exencial Wealth AdvisorsSenior
- ...fiduciary administration, as well as engaging with clients to create tailored wealth strategies. The ideal candidate will have at least five years of experience in trust administration and estate planning, with a strong background in regulatory compliance and business...Senior
$100k - $150k
Strittmatter Wealth Management Group, LLC. in Fort Worth, TX is seeking a seasoned Wealth Advisor. The ideal candidate should have a strong financial planning background and a proven track record of attracting and converting high net worth clients. This full-time position...SeniorFull time- Hillwood, a Perot company, is seeking a Senior Property Tax Analyst to join its Property Tax team in Fort Worth, Texas. Reporting to the Director... ...property tax activities across a diverse portfolio of real estate and business personal property assets owned and/or managed...SeniorTax
- ...Overview The Senior Director Product Management is responsible for (1) managing the product... ...sales, gross profit margin, and pre-tax goals. Headquartered in Fort Worth, TX... ...providing training, development, and succession planning. Evaluates and revises inventory plans...SeniorTaxWork at office
- ...and Who We ServeWe offer Tax, Audit, Advisory, and... ...: Private Equity, Real Estate & Hospitality, Media &... ...This role is ideal for senior manager and principal level... ..., year-round tax planning and strategic consulting... ..., including estate and wealth transfer planningRepresent...SeniorTaxFull timeWork at officeLocal areaRemote work
- ...clients and 20,000 financial advisors across the U.S. and Canada,... ...advance personalized financial plans aligned with client goals... ...services, investment advisory or wealth management ~ CFP® (Certified Financial... ...a 401k retirement plan, and tax-advantaged accounts: health...TaxFull timeTemporary workFlexible hours
- Strittmatter Wealth Management Group in Fort Worth, TX is seeking an experienced Senior Financial Advisor to serve an established client base with... ...You will conduct financial planning and investment reviews, collaborate... ...experience, and licenses (CFP preferred; Series 65 if no...Senior
- EisnerAmper LLP is hiring a Tax Senior Associate to join the Private Client Services (PCS) team in Wisconsin. This role involves tax compliance, planning, and consulting with a strong focus on client communication and team integration. The ideal candidate has a Bachelor...SeniorTax
- ...range from Professional Services, Real Estate, Non-Profit, Financial Services, Construction... .... We are seeking an experienced Senior Tax Manager to join our team. This is an opportunity... ...on income tax issues and related tax planning -Oversee planning and scheduling of...SeniorTaxWork at officeFlexible hours
$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$95k - $105k
...are seeking an experienced Senior Financial Advisor who is passionate about helping... ...RIA. About Us Strittmatter Wealth Management Group (SWMG) is a... ...specialize in retirement planning, investment management and business... ...financial planning skills CFP designation preferred Series...Senior$100k
...Coordinator in Dallas, TX, to support its Corporate and Advanced Tax Strategies practice groups. This role involves providing... ...managing case files, and assisting with corporate governance and estate planning matters. The ideal candidate should have prior experience in legal...SeniorTax- Bank of America in Fort Worth, TX is seeking a tax professional responsible for planning, advisory, forecasting, and compliance across multiple jurisdictions. You will lead projects, coordinate resources, and manage partner relationships to support enterprise objectives...SeniorTaxLocal area
$180k
New Gig Solutions is seeking a seasoned transactional tax attorney for their tax planning team in Bedford, Texas. The role involves structuring complex tax deals, advising clients, and leading a small team. The ideal candidate has significant experience in tax structuring...SeniorTax$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
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