Embedded Senior Wealth Strategist — Remote
Hargrove Management Services Organization Inc
- Remote job
Hargrove Management Services Organization Inc is launching a fractional wealth strategy offering. You’ll serve as the estate planning quarterback across a portfolio of RIA partners, leading conversations with advisors and clients and translating goals into strategic designs. You’ll work with Hargrove’s attorney team to execute plans, shape program playbooks, and contribute to scalable processes. This is an early, high-visibility role with no billable-hour requirements and a fully remote work #J-18808-Ljbffr Hargrove Management Services Organization Inc
$200k - $260k
...about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with... ...Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How...Remote workSeniorFull time$200k - $230k
...Director of Advanced Planning plays a critical role within AssetMark's Wealth Solutions group. You will influence the strategic direction,... ...complex wealth strategies Serves as a key thought partner to senior leadership and external stakeholders, contributing to firm-wide...Remote workSeniorFlexible hours- EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies, and deliver client-ready... ...high-net-worth clients, typically $25M+ AUM. Remote within the Southwest division with the ability to...Remote jobSeniorWork at office
- New England Legal Search represents a large national wealth manager seeking a Senior Wealth Strategist. The attorney will advise UHNW families on estate planning... ...of seven years' experience. The role is primarily remote and located in the Northeast (New York or Boston...Remote jobSenior
- A financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You... ...of experience in financial planning. This full-time, non-remote position requires strong analytical skills and a deep understanding...Remote workSeniorFull time
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects... ...and consultative closing, not building a book. You’ll work remotely with a dedicated planning team handling implementation after...Remote jobSenior
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote jobSenior$90k - $300k
Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-scheduled Zoom consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated...Remote jobSeniorFor contractorsFlexible hours- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...Remote jobSeniorFlexible hours
$200k - $250k
...partners specializing in retirement tax planning and wealth strategy solutions. Position Overview: As a Senior Wealth Strategy Consultant, you will conduct 25-3... ...Top Performers Love This Opportunity: ~100% remote environment ~25-30 inbound consultations per...Remote workSeniorFor contractorsFlexible hours- As a Senior Communications Strategist at Vanguard, you will join a highly respected Corporate Communications... ...term impact.To support our Personal Wealth business, you will help Vanguard... ...through Thursday, with the option to work remotely or continue working from the office...Remote workSeniorFull timeWork experience placementWork at officeRelocation packageMonday to Friday
$10k
...smart infrastructure for finance teams, embedded in the transaction flow of every dollar... ...Financial Crimes Compliance Controls Senior Strategist to build and own the framework that demonstrates... ...144K - $220KLocationNew York, NY (HQ); Remote (US)Employment TypeFull timeLocation...Remote workSeniorFull timeWork at officeHome officeFlexible hours$70k - $75k
...campaigns possible. Since our founding in 2022, our team has brought a wealth of experience to the table, from campaign management to leading... ...Compensation, Benefits, & Process This is a full-time, remote opportunity. The role has a base salary of between $70,000 and $...Remote workSeniorFull timeLocal areaFlexible hours$90k - $110k
...FINN Partners is looking for a seasoned Senior Strategist to join our Strategy and Insights team.... ...client leadership team: Stay deeply embedded in primary client conversations to clarify... ...Where You Will Work ~ Location: Remote (U.S.). For this role, we have a strong...Remote workSeniorSummer holidayShift work$88.4k - $132.6k
...Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal...Senior- ...Northern Trust Corp seeks a Senior Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships in Dallas, TX. The role partners with clients, their advisors, and internal teams to ensure timely delivery of fiduciary services and high...Senior
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based in Lancaster, PA or Mechanicsburg, PA.PNC is an in-office...SeniorFull timeTemporary workPart timeWork experience placementWork at office
$133k - $296.4k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be based in Washington, DC; Bethesda, MD; or Tysons Corner, MD.PNC is an in...SeniorFull timeTemporary workPart timeWork experience placementWork at office$91.8k - $171k
...Deadline:10/02/2026Address:2375 Tamiami Trail NorthJob Family Group:Wealth Sales & ServiceProvides specialized wealth planning for High Net... .../enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively...SeniorFull timeContract workPart timeLocal areaShift work$120k - $140k
...influenced. About the Role Uplinq is hiring a Senior Tax Strategist to manage our Strategy team, reporting... ...and implementing complex tax and wealth strategies for business owners, beyond... ...thrive in a fast-paced, rapidly scaling remote startup environment. Why Join Us Competitive...Remote workSeniorFlexible hours$144.55k - $178.85k
...solutions to businesses of all sizes. Our team of experts has a wealth of experience in various industries and is dedicated to... ...clients achieve their goals and drive success. Location The Senior Strategist will be based in our Santa Fe Springs, CA office. This location...Remote jobSeniorPermanent employmentFull timeWork at office- ...seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic... ...sophisticated tax law into proactive, wealth growing financial plans. The Senior Tax... ...complete confidentiality Benefits ~ Remote work ~ Medical, dental, vision, life,...Remote workSeniorImmediate start
- ...Managing Director & Senior Wealth Strategist full-time Florida, Palm Beach, FL, US POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate...SeniorFull timeWork at office
- ...Truist Wealth Omni Digital Senior Strategist The Truist Wealth Omni Digital Senior Strategist partners across enterprise digital, technology, operations, data and analytics, compliance, support, marketing and vendor teams to advance connected, cross-channel digital...Senior
- Northern Trust is seeking a Wealth Strategist in Tampa to lead new client development and manage relationships with ultra-high-net-worth individuals and families. You will craft a goals-driven wealth management approach, connect with professional advisors, and guide the...Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
- JPMorgan Wealth Management is seeking a Lending Specialist to serve as the primary point of contact for Financial Advisors, Clients and Market Leadership, delivering expert lending guidance and seamless execution of new lending requests. In this high‑impact, fast‑paced...Senior
- Hightower Bethesda Wealth Management, a fiduciary fee‑only practice in Bethesda, MD, seeks a Senior Tax Planning Consultant to act as our internal tax expert. This role partners with advisors to identify sophisticated tax planning opportunities and deliver coordinated...Senior
- Davis Advisory Group, LLC in Albuquerque, NM seeks a Senior Tax Preparer/Tax Specialist to lead our tax department and deliver concierge... ..., small businesses, and trusts/estates, collaborating with Wealth Advisors to maximize tax efficiency. Ideal candidates have 4-6 years...Senior
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi is a seasoned professional role focusing on affluent client engagement, KYC/AML compliance, and holistic financial planning. You will leverage deep product knowledge and a client-centric approach to deepen...Senior
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