Senior Estate Planning & Wealth Transfer Advisor
Empirical Wealth Management
Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model. You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients’ goals and family dynamics. #J-18808-Ljbffr Empirical Wealth Management
- ...is looking for a highly skilled Trusts and Estates Associate to join their team in San Francisco, CA. This senior-level role involves advising high-net-worth clients on wealth transfer strategies and complex estate planning. The ideal candidate will possess a Juris Doctorate...Senior
$250k
6B+ AUM Registered Investment Advisor serving high net worth and ultra-high net worth clientele seeking a Senior Wealth Advisor. Firm clientele includes professional athletes... ...services, including financial planning, estate planning, investment management, retirement...SeniorWork at office$73.53k - $86.5k
Why Work at Mercer Advisors? For more than 40... ...financial planning, investment management... ...management, tax, estate, insurance, and more... ...financial plan. In the Senior Financial Planner... ...within Family Wealth Services and Investments... ...to, wealth transfer strategies, complex...SeniorTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Francisco is seeking experienced Financial Advisors to provide high-level financial advice... ...clients, providing investment and tax planning advice, and managing client relationships... ...benefits, and the potential for revenue sharing. #J-18808-Ljbffr Empirical Wealth ManagementSenior
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management,... ...business management, tax, estate, insurance, and more, all... ...and challenges. Regis Wealth Advisors work hand-in-... ...Job Summary: The Senior Wealth Advisor focuses...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...next level. As a Private Banker Senior Associate in the International... ...trust services and financial planning. Your primary goal is to... ...resources with delivering a complete wealth management solution to clients... ...solutions, basic trust and estate products, and identification of...Senior
$100k - $130k
...Cresset is seeking an Associate, Wealth Advisor (AWA) to join its wealth management... ...construction, goal‑based financial planning, risk management, and estate, tax, and philanthropic... ...maintenance, new investments, redemptions, transfers, and money movement requests. Document...Temporary workInternshipWork at office$85k - $130k
...are reimagining the way wealth is experienced. Our purpose... ...support the Wealth Advisor (WA) by providing excellent... ...management, goals‑based financial planning, risk management, alongside estate, tax and philanthropic... ..., redemptions, transfers, and money movement requests...Full timeTemporary workInternshipWork at officeLocal area$100k - $130k
...are reimagining the way wealth is experienced. Our purpose... ...an Associate, Wealth Advisor (AWA) to join Cresset’s wealth... ..., goals-based financial planning, risk management, alongside estate, tax and philanthropic... ...investments, redemptions, transfers, and money movement requestsDocument...Full timeTemporary workInternshipWork at officeLocal area- ...of America is seeking a seasoned wealth planning professional to support Merrill advisors, addressing client objectives in... ..., philanthropy, and wealth transfer. The role focuses on building relationships... ...across investments, taxes, and estate planning. You will collaborate...
- ...Senior Wealth Advisor About the Company Prominent independent investment management firm... ...responsible for all aspects of holistic wealth planning, with a focus on high net worth and... ...net worth clientele. This includes estate planning, wealth management, tax...SeniorLocal area
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...RIAs in the country. We bring together holistic financial planning, access to institutional quality investments, life and...Senior
$94k - $142.3k
Real Estate Portfolio Strategy & Transactions Senior AnalystSkip to main content#Real Estate Portfolio Strategy &... ...role will support our portfolio planning efforts including the development... ...compensation, benefits, promotions, transfers, reduction in workforce, recall,...SeniorWork at officeFlexible hours$70k - $200k
...For additional information, please review .The Financial Advisor is a strategic professional who stays abreast of developments within... ...--------------------------------------**Job Family:**Financial Planning Services------------------------------------------------------*...SeniorFull time- ...Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions.... ...with clients and their outside advisors on wealth planning solutions Conduct legal research... ...gift, estate and generation-skipping transfer (GST) tax skills, is able to engage...Senior
$70k - $120k
...Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants Join to apply for the Senior Wealth Advisor... ...Management and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to...SeniorFull timeWork at office$48k - $100k
A leading financial services firm is seeking a Financial Advisor in San Francisco to deliver tailored financial planning and wealth strategies. The ideal candidate will have at least 5 years of experience, hold necessary FINRA licenses, and possess a proven track record...Senior$150k - $175k
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships...Senior- A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's degree...SeniorFull time
- Twin Peaks Wealth Advisors seeks a Wealth Advisor and Relationship Manager to lead a book of high-net-worth clients in San Francisco. You... ...compensation and tax strategy to investment management and generational planning, partnering with specialists to deliver trusted advice. You...Senior
- Empower is seeking a senior Wealth Advisor to lead a dedicated client team serving high net worth clients in the San Francisco area. You will... ...Experience Specialist to deliver comprehensive financial planning, investment guidance, and proactive relationship management...SeniorFlexible hours
$124k - $140k
Focus Financial Partners in San Francisco is seeking a Senior Associate Wealth Advisor to develop personalized wealth advice aligned with client... ...entails creating strategies in retirement, tax, and estate planning, while working closely with Wealth Advisors to enhance...SeniorWork at office$140k - $300k
...Jones, located in San Francisco, seeks a Lead Advisor to manage client relationships and design comprehensive wealth management strategies. The candidate will act as... ...designation, along with over 6 years of financial planning experience. Brighton Jones offers a competitive...SeniorLocal area- Empower Retirement is looking for a Senior Private Wealth Advisor to lead client engagements and provide comprehensive financial planning in the San Francisco Bay Area. This pivotal role ensures clients receive tailored advice, and the opportunity to improve their financial...SeniorFlexible hours
$250k
Leah Yosef International is seeking a Senior Wealth Advisor to provide tailored wealth management services to high net worth clients, including... ...athletes and entertainers. The role requires strong planning abilities and a successful track record in business development...Senior- 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... ..., investments, wealth transfer strategies, complex...Temporary workWork at officeLocal areaHome officeMonday to Friday
$200k - $250k
We are seeking an Estate Planning Advisor to lead and support sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within Empirical Wealth Management’s integrated advisory model. This role is ideal for a planning...- ...of contact to address their specific planning needs and manage their financial... ...income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management,... ...most strategic clients. Our trusted Advisor teams have worked with sophisticated...ApprenticeshipWork experience placementWork at office
$122.54k - $208.72k
...clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability... ...and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. Utilize...Remote work$124k - $140k
Senior Associate Wealth Advisor Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning‑centric team dedicated to creating personalized wealth advice based on... ...retirement, risk management, tax, estate, and investment planning. Hybrid work...SeniorWork at officeLocal areaRemote work3 days per week
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