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
$70k - $200k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...bank through the use of financial planning and excellent discovery and profiling...SeniorFull timeWork at office- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...in the country. We bring together holistic financial planning, access to institutional quality investments, life and...Senior
$200k - $250k
...Estate Planning Advisor 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...Suggested$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...here.Job Summary:The Wealth Advisor focuses on deepening relationships...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes... ...is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-... ...built on expertise in financial planning, tax and estate planning, investment management, and asset...SuggestedWork at office- ...Buchalter LLP in San Francisco seeks a senior attorney to join the Trusts & Estates practice, focusing on estate planning, wealth transfer strategies, and post-death trust administration for high-net-worth individuals, private foundations, and family offices. The ideal...Senior
- The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships... ...to anticipate client needs, independently navigate complex planning and investment situations, and bring together the...Senior
- Threadline Wealth is seeking a Senior Wealth Advisor in San Francisco to lead a significant book of high-net-worth clients, delivering sophisticated wealth... .... You will anticipate client needs, manage complex planning and investments, and ensure exceptional service while...Senior
- Talent Focus is seeking a Wealth Advisor for High Net-Worth Private Client practice in San Francisco. You will serve as a trusted financial... ...wealth strategies and coordinating across investment, estate planning, and tax considerations. The ideal candidate has 5-10 years...SeniorPrivate practice
- Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied professionals to design,... ...wealth accumulation and transfer. The ideal candidate...Senior
$325k
...We are seeking a Senior Trusts & Estates Attorney to join our firms Private Wealth group. The ideal candidate... ...fiduciaries on estate planning, trust formation and administration... ...: oversee asset transfers, prepare accountings,... ...coordinate with tax advisors and CPAs on federal...SeniorWork at office- Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients... ...including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement planning. Hybrid work...SeniorWork at office
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Transfer Pricing Senior Associate you will support clients on transfer pricing... ...related party dealings- Supporting client service teams in planning and executing transfer pricing projects across multiple...SeniorPrice workFull timeH1b- ...Senior Paralegal – Trusts & Estates The Senior Paralegal – Trusts & Estates provides substantive case support... ...& Drafting Draft estate planning documents (wills, trusts, powers of... ...notices). Prepare deeds, property transfer documents, and related asset-transfer...SeniorLocal area
- Hudson Pacific Properties seeks a Portfolio Management Senior Analyst in San Francisco to support JV management, portfolio performance, and financial analyses across multiple assets. You'll collaborate with Accounting, Construction, Development, Engineering, Finance, Investments...Senior
$210k - $250k
...by: Karyn Spies Boutique California law firm specializing in estate planning, trust administration, probate and trust litigation, and... ...annuity trusts Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border...SeniorLocal area$104.7k - $154k
...becoming more profitable. We do this by creating quarterly and annual plans, holding our stakeholders accountable to goals, and providing... ...and identify the best path forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and...SeniorHourly payWork at officeLocal areaRemote workFlexible hours$95.55k - $195.25k
...do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations... ..., Operating Flowthroughs, Individuals, Estates & Trusts, and Indirect Tax services, as... ...Responsibilities include:Support project planning (workplans, milestones) and deliver...SeniorWork at officeLocal areaVisa sponsorship$104.7k - $154k
...partners with leaders across DoorDash’s corporate functions to plan resources, track performance, and support investment decisions as... ...Francisco, CA, New York, NY.About the RoleWe are looking for a Senior Associate to help shape how DoorDash invests in its Legal organization...SeniorHourly payWork at officeLocal areaImmediate startRemote workFlexible hours$124k - $280k
...challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and... ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...SeniorFull timeH1b$99.75k - $262.5k
JOB DESCRIPTION The Tax Senior Manager, Transfer Pricing is responsible for advising clients of the transfer... ...metrics Completes the project planning process and scheduling Tax Controversy... ...and Interns Acts as Career Advisor to Transfer Pricing Managers, Senior Associates...SeniorWork at office- ...multigenerational families — and the advisors who serve them — exactly... ...is seeking exceptional wealth advisors who have built a $10... ...customized wealth strategies and planning for founders, executives, and... ...admin Qualifications Transferable AUM of $100M+ Established...Work at officeRemote workFlexible hours
$10k
...at a pivotal moment in its growth. Product Finance Own models and KPIs, partner with Product and GTM, lead cross-functional planning. FP&A Drive consolidated forecasting, run budgeting cycles, and build tooling to automate finance workflows. GTM Finance...SeniorFull timeWork at officeHome officeRelocation packageFlexible hours$110.7k - $218.3k
...shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their... ...support, testing, training, and post-go-live support planning.Assist with current-state and future-state process design, including...SeniorLocal areaVisa sponsorship$80k - $90k
...paralegal who thrives on managing complex estates and guiding families through critical... ...of mind. We are seeking a detail-oriented Senior Paralegal who takes initiative, anticipates... ...This includes trust administration, estate planning, and conservatorships, ensuring all...SeniorLocal area$210k - $250k
Jobot, a boutique law firm in San Francisco, is seeking a legal professional experienced in estate planning, trust administration, and probate law. The role requires designing and drafting irrevocable trusts, managing trust administrations, and expertise in Federal and...Senior$85.1k - $161.7k
...that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting... ...Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital...SeniorFull timeWork experience placementInternshipLocal area- ...whose services include data onboarding, the transfer of offline data online for marketing... ...Australia, and Asia. Job Title:Senior Financial Analyst Location: San Francisco... ...business partners. Support annual planning, quarterly business reviews, and monthly...SeniorTemporary work
- ...Job Description Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning... ....). Our role is to work with advisors and their clients to educate... ...with tax and wealth transfer strategies. Actively participate...Local area
$124k - $280k
...technology-enabled transformation. As a Senior Manager you will lead large projects, shape... ...improvements, and serve as a strategic advisor through complex situations, using sound judgment... ...transformation workstreams from planning through implementation oversight- Advising...SeniorFull timeH1b
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