Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Embedded Senior Wealth Strategist — Remote

Hargrove Management Services Organization Inc

Louisville, KY
  • 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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Embedded Senior Wealth Strategist — Remote in Louisville, KY vacancy
  • $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 work
    Senior
    Full time

    CIBC Bank

    New York, NY
    5 hours ago
  • $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 work
    Senior
    Flexible hours

    AssetMark

    United States
    2 days ago
  • 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 job
    Senior
    Work at office

    EP Wealth Advisors, LLC

    Brooklyn, NY
    5 days ago
  • 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 job
    Senior

    New England Legal Search

    New York, NY
    2 days ago
  • 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 work
    Senior
    Full time

    United Community Banks Inc.

    Atlanta, GA
    5 days ago
  • 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 job
    Senior

    Curvion Blue

    Los Angeles, CA
    5 days ago
  • $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 job
    Senior

    Curvion Blue

    Seattle, WA
    2 days ago
  • $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 job
    Senior
    For contractors
    Flexible hours

    Curvion Blue

    Houston, TX
    2 days ago
  • 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 job
    Senior
    Flexible hours

    Curvion Blue

    New York, NY
    2 days ago
  • $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 work
    Senior
    For contractors
    Flexible hours

    Curvion Blue

    Albuquerque, NM
    15 days ago
  • 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 work
    Senior
    Full time
    Work experience placement
    Work at office
    Relocation package
    Monday to Friday

    Vanguard

    Malvern, PA
    1 day ago
  • $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 work
    Senior
    Full time
    Work at office
    Home office
    Flexible hours

    Ramp

    New York, NY
    2 days ago
  • $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 work
    Senior
    Full time
    Local area
    Flexible hours

    Kinetic Strategies

    United States
    19 hours ago
  • $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 work
    Senior
    Summer holiday
    Shift work

    Finn Partners

    United States
    5 days ago
  • $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

    Citigroup Inc

    New York, NY
    5 days ago
  •  ...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

    Northern Trust

    Dallas, TX
    5 days ago
  •  ...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... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Lancaster, PA
    5 hours ago
  • $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... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Bethesda, MD
    3 days ago
  • $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... 
    Senior
    Full time
    Contract work
    Part time
    Local area
    Shift work

    BMO Bank

    Naples, FL
    2 days ago
  • $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 work
    Senior
    Flexible hours

    Phx Fwd

    Brooklyn, NY
    4 days ago
  • $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 job
    Senior
    Permanent employment
    Full time
    Work at office

    JM Services and Consulting, LLC

    Santa Fe Springs, CA
    1 day ago
  •  ...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 work
    Senior
    Immediate start

    Tax Alchemy

    Irvine, CA
    15 days ago
  •  ...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... 
    Senior
    Full time
    Work at office

    Oxford Financial Group, Ltd.

    Florida, NY
    2 days ago
  •  ...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

    SunTrust Investment Services, Inc.

    Atlanta, GA
    3 days ago
  • 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

    Northern Trust

    Tampa, FL
    1 day ago
  • 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

    Citi

    New York, NY
    1 day ago
  • 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

    JPMorgan Chase & Co.

    Atlanta, GA
    4 days ago
  • 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

    Hightower Advisors

    Bethesda, MD
    4 days ago
  • 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

    Davis Advisory Group, LLC

    Albuquerque, NM
    5 days ago
  • 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

    Citi

    Simi Valley, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Embedded Senior Wealth Strategist — Remote. Be the first to apply!