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
- ...Senior Wealth Advisor Apply ( locations Charlotte, NC Dallas... ...Certified Financial Planner (CFP®) with a passion for... ...success by providing financial planning solutions using our time-... ...to investment advice, tax strategies, legacy & estate planning, philanthropic...SeniorTaxFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- EY is looking for a Real Estate Tax Senior Manager to lead tax planning projects for diverse clients. The role requires a bachelor's degree in a relevant field and CPA certification, alongside 7-10 years of experience in real estate tax. The ideal candidate will have the...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
$135k - $155k
...Estate Planning Associate Attorney | Boutique Firm This Jobot Job is... ...entities. The Estate Planning and Tax Group works closely with... ..., estate administration, and wealth preservation. Attorneys here... ...effectively with clients and advisors. A proactive, solutions-oriented...SeniorTaxWork at officeLocal area- ...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
- ...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
$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... .... You will be expected to lead tax planning projects for a diverse client base, providing... ...to maintain credibility as a trusted advisor. Building client relationships and...SeniorTaxSeasonal workFlexible 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...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate, Property Tax to join our State... ...Strong knowledge of the development, planning, and execution related to property tax...SeniorTaxWork experience placementLocal 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 timeFor contractorsInternshipLocal areaFlexible 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$5,000 per month
...Job Title Financial Advisor Locations North... ...comprehensive financial planning and guidance to... ...investments, insurance, tax considerations, estate planning, and wealth preservation Manage... ...License preferred CFP®, ChFC®, RICP®, CLU... ...from a senior client associate role...TaxDaily paidFull timeFor contractorsLocal areaImmediate startRemote work$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- ...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
$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 hours- ...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
$32.5 - $36 per hour
...individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our... ...customers and serving as their trusted advisor, empowering customers to achieve positive... ...maximize refunds, and provide future tax planning advice. Utilize resources such as...SeniorTaxSeasonal workLocal areaFlexible hoursAfternoon shift$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...Senior$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- ...Job Description As a Tax senior at this firm, you will play a crucial role in overseeing our clients' tax matters. You will be responsible... ...compliance with current tax laws. Provide strategic tax planning and consulting to clients. Research and interpret complex...SeniorTaxLocal area
- 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
$70k - $80k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group... ...that supports Wealth Management Teams nationwide... ...specialists in investments, tax, estate planning, and insurance solutions... ...Finance. Completion of CFP® coursework. A minimum...TaxTemporary workWork at officeLocal areaHome officeMonday to Friday$80k
...Senior Manager Logistics Summary: The Senior Manager Logistics provides leadership for the... ...satisfaction. Strategic operational planning and execution for the operation. Identify... ...bereavement, family and parental leave. Tax-advantaged 401(k) retirement savings plan...SeniorTax- ...accounting firm that focuses on tax and audit and provides... ...have an opening for a Senior Tax Manager in our... ..., 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 officeWork from homeFlexible hours
- ...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
- Financial Analyst Senior Staff - F-35 Development- Level 5 Location: Fort Worth TX What... ...Proposals, Contracts, Estimating, Financial Planning, Independent Cost Estimating and others.... ..., Sales, Earnings before interest and taxes (EBIT) and Cash. Strong verbal and written...SeniorTaxFull timeContract workRemote workRelocationFlexible hoursShift work
- ...Manager, Tax Service Line Come for the Challenge. Stay for the Experience. At HCVT... ...industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High... ...advise on income tax issues and related tax planning Attend applicable trainings and/or conferences...SeniorTaxWork at officeRemote work
- ...reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services... ...You Will be Responsible For Coordinate, plan, and supervise multiple engagements which... ...tax returns for individuals, trust/estates, and or entities. Preferred/Desired Qualifications...SeniorTaxLocal area
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