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 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Estate & Tax Planning (CFP) in Fort Worth, TX vacancy
$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...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Colleyville, TX18 days ago- ...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,...SeniorTaxFlexible hours
Ernst & Young Oman
Fort Worth, TX19 hours ago - ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... .... We bring together holistic financial planning, access to institutional quality... ...Financial planning experience preferred CFP®, CFA, or other professional designations...Senior
Beacon Pointe
Fort Worth, TX4 days ago - ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... .... We bring together holistic financial planning, access to institutional quality... ...Financial planning experience preferred CFP®, CFA, or other professional designations...Senior
Beacon Pointe
Fort Worth, TX4 days ago - ...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
Truist Financial Corporation
Fort Worth, TX5 days ago - ...Senior Manager, UHNW Wealth Advisors Apply ( locations Dallas/Ft. Worth, TX time type Full... ...a suite of solutions including planning, investments, estate planning and trust solutions, private... ...Certified Financial Planner (CFP®) designation preferred. This...SeniorFull timeWork at officeRelocation package
Vanguard
Fort Worth, TX4 days ago - ...divh2Tax Manager/Senior Manager/h2pFort Worth, Texas, United States... ...and make a real impact./ppThe Tax Manager/Senior Manager is responsible... ..., and deliver value-added tax planning ideas to clients./ppSeeking... ..., trust returns, and gift estate planning/liliPrivately held businesses...SeniorTax
Calvetti Ferguson
Fort Worth, TX4 days ago $147.4k - $336.8k
...and Capital Markets, Wealth and Asset... ...Insurance, and Real Estate, Hospitality and Construction... ...team! Handling tax in such a large,... ...a Real Estate Tax Senior Manager, we will look... ...on a variety of tax planning projects,... ...credibility as a trusted advisor Building client relationships...SeniorTaxFull timeSummer holidayFlexible hours- ...The Bonadio Group is seeking a seasoned Tax Manager at its Dallas, Texas location, focusing on tax accounting within the Tax Service line. Key responsibilities include preparing and reviewing complex tax returns, developing client relationships, and addressing tax issues...SeniorTax
The Bonadio Group
Fort Worth, TX4 days ago $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...TaxEmpirical Wealth Management
Fort Worth, TX18 hours ago$95k - $105k
...Senior Financial Advisor (Client Servicing) We are seeking an experienced Senior... ...RIA. Strittmatter Wealth Management Group (SWMG) is a... ...and specialize in retirement planning, investment management and business... ...planning skills ~ CFP® designation preferred ~ Series...SeniorSWMG
Fort Worth, TX1 day ago$85k - $95k
...We are seeking a Senior Financial Advisor to service and deepen relationships... ...about financial planning and investing, highly... ...Strittmatter Wealth Management Group, LLC... ...Investments, Private Real Estate portfolios and access... ...license required if CFP designation is not...SeniorFull timeWork at officeMonday to ThursdayStrittmatter Wealth Management Group
Fort Worth, TX5 days ago- ...Our client is a boutique wealth management firm located... ...experienced Financial Advisor to join our growing... ...comprehensive financial planning and investment advice... ...including retirement, tax, estate, and insurance planning... ...Certifications/Licenses: CFP® designation required...TaxWork at office
Financial Planner Recruiting, LLC
Fort Worth, TX4 days ago $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 hoursErnst & Young Oman
Fort Worth, TX5 days ago- ...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
Vanguard
Fort Worth, TX4 days ago - ...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
Ernst & Young Oman
Fort Worth, TX4 days ago - ...Crowe LLP in Wisconsin is seeking a Tax Associate to review and prepare consolidated tax returns for various entities, including corporations... ...individuals. The role involves providing tax compliance and planning support to clients, optimizing tax strategies, and managing the...SeniorTaxLocal areaRemote work
Crowe
Fort Worth, TX4 days ago $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 hoursNorthwestern Mutual Life Insurance Company
Fort Worth, TX5 days ago$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 hoursNorthwestern Mutual
Fort Worth, TX2 days ago$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 officeNorthwestern Mutual
Fort Worth, TX5 days ago$50k
...million clients and 20,000 financial advisors across the U.S. and Canada, we’... ...and adjust the branch business plan to increase branch... ...offers a 401k retirement plan, and tax-advantaged accounts: health savings... ...designations such as CFP® or CERTIFIED FINANCIAL PLANNER...TaxWork at officeWork from homeHome officeFlexible hoursEdward Jones
Fort Worth, TX6 days ago- ...divh2Tax Senior Associate - Nonprofit/h2pFort Worth, Texas, United States/ppCalvetti Ferguson... ...expertise, and make a real impact./ppThe Tax Senior Associate plays a critical role on... ...experience, in federal tax compliance, planning and consulting at a public accounting...SeniorTaxWork at office
Calvetti Ferguson
Fort Worth, TX5 days ago - ...Manager, Financial Advisors Apply ( locations Dallas/Ft.... ...across investment management, estate planning, tax strategy, and trust services... ...with deep expertise in wealth management, a passion for developing... ...degree preferred. CFP preferred. This job requires...TaxFull timeWork experience placement
Vanguard
Fort Worth, TX5 days ago - ...Senior Tax Manager Fort Worth, Texas, United States About the... ...internal teams, and external advisors and work effectively in a dynamic... ..., private debt, and real estate investments. Work closely... ...income tax issues and related tax planning. Work with clients'...SeniorTax
Boardroom Appointments
Fort Worth, TX5 days ago $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... ...indirect tax refund and recovery review. Proficiency in tax planning and optimization. Knowledge of audit quality and...SeniorTaxSummer holidayLocal areaImmediate startFlexible hoursErnst & Young Oman
Fort Worth, TX4 days ago- ...divh2Manager/Senior Manager - Oil and Gas Tax/h2pCalvetti Ferguson is a leading CPA and advisory firm thats more than just numbers. Were a team of... ...grow their technical knowledge, and deliver value-added tax planning ideas to clients./ppSeeking candidates with expertise in...SeniorTax
Calvetti Ferguson
Fort Worth, TX2 days ago - ...and individuals with significant wealth. The group is busy, the work is... ...for a seasoned transactional tax attorney to step into a senior seat on the firm's tax planning team. The right person has spent... ...Clients ~ Acting as a go-to advisor for clients on their most involved...SeniorTaxImmediate start
New Gig Solutions
Bedford, TX16 days ago - ...continuous growth, we are currently seeking very experienced tax accounting professionals at the Senior level for our growing Tax team in Dallas, Texas.... ...relationships with clients to provide innovative tax planning, consulting, and compliance services. Identify and research...SeniorTaxSummer workWork at officeMonday to FridayMonday to Thursday
The Bonadio Group
Fort Worth, TX4 days ago - ...certification, current and adequate insurance, and bonds. Checks with Tax Office for tax delinquency. Issues purchase orders and pays... ...on system and status of orders. Attends interdepartmental planning meetings where long-range goals involve the purchasing function....SeniorTaxContract workWork at office
Tarrant County District Attorney Phil Sorrells
Fort Worth, TX4 days ago - ...accounting firm that focuses on tax and audit and provides... ...opening for a Tax Senior in our office. Job... ..., 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
Fort Worth, TX10 days ago
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
- senior financial advisor Fort Worth, TX
- financial planning assistant Fort Worth, TX
- senior wealth advisor Fort Worth, TX
- financial consultant Fort Worth, TX
- financial advisor associate Fort Worth, TX
- financial planning associate Fort Worth, TX
- jde finance consultant Fort Worth, TX
- associate leveraged finance Fort Worth, TX
- financial associate Fort Worth, TX
- project finance associate Fort Worth, TX