VP, Wealth Planner - Strategic Trust & Tax Advisor
Testing Site - JPMC
J.P. Morgan Wealth Management seeks a Vice President, Wealth Planner to apply deep tax and estate law knowledge, delivering clear guidance to clients, advisors, and leadership. You will partner with platforms to identify opportunities and craft sophisticated planning strategies across the wealth continuum. The role requires initiative, client-focused planning, and willingness to travel to local and out-of-state branches to deliver unbiased, customized wealth planning advice. #J-18808-Ljbffr Testing Site - JPMC
$128k - $220k
...Morgan offers a pathway to Wealth Management through... ...planning. The Private Wealth Planner (PWP) role is central to this... ...team, you will partner with advisors and clients to deliver... ...allocation, diversification, trusts & estates, individual tax rules (both transfer and income...SuggestedWork at office- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway... ...Advice team, you will partner with advisors and clients to deliver holistic,... ...asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes...SuggestedWork at office
$221.9k - $390.3k
...customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The... ...implement, customize, and scale for measurable outcomes.As COO of our Strategic Technology and Consulting Partners organization, you'll help...SuggestedFull time- ...attorney with an LL.M. in Taxation or equivalent tax experience to provide advanced counsel in estate planning, wealth transfer strategies, and complex tax matters.... ...supporting fiduciaries in administering estates and trusts. Washington bar license required. #J-18808-...Suggested
$72.3k - $150k
...is a leading advisory, tax and assurance firm, providing... ...our growing Private Wealth International practice!... ...offices, estates, and trusts in managing, preserving... ...provide comprehensive strategic income, trust, estate... ...your client’s personal advisor and help create a holistic...SuggestedFull timePrivate practiceLocal areaWorldwide$170k - $300k
...we are an independent wealth and asset management firm... ...and Freestone Client Advisors with expert knowledge and... ...various estate, gift, tax, charitable, and legacy... ...current clients to build trust and rapport through a... ...teammates. High capacity for strategic thought and the ability...Summer workWork at office- ...What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein... ...Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful...Full timeFlexible hours
$205k - $334.71k
...is a leading advisory, tax and assurance firm, providing... ...Tax Director, Private Wealth to join our growing... ...offices, estates, and trusts in managing, preserving... ...provide comprehensive strategic income, trust, estate and... ...your client’s personal advisor and collaborating with...Full timePrivate practiceLocal areaWorldwide- ...is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will... ...expert guidance on estate, gift, tax, charitable and legacy planning... ...involves collaborating with clients, advisors and their counsel to design and implement strategic wealth plans while staying...
- ...seeking a highly skilled Principal Technology Strategist to lead strategic planning and innovation across the organization. The Principal... ...quickly, and stay aligned as a team to earn and sustain public trust. Learn more about our Vision, Mission, and ACTIVATE Values here...Contract workWork at officeLocal areaRemote workMonday to Friday
- Morgan Stanley is seeking a Business Development Manager within its Wealth Management division in Seattle. The role focuses on driving revenue and asset growth by supporting Financial Advisors with strategic and tactical initiatives, coaching, and practice management...
$235k - $250k
...are seeking a full-time Senior Tax Advisor to join our team. The Senior... ...not occur Alert President, Trust Services and General Counsel... ...prospective clients interested in wealth management or trust services... ...planning, a plus Strong strategic vision and creativity demonstrating...Full timeContract workWork at officeRemote workFlexible hours2 days per week3 days per week$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description... ...Tax Director, you will provide strategic tax planning and compliance guidance... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation:...Full timeH1b$157.23k - $192.17k
...discover what you excel at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and goals-... ...: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise...Full timeWork experience placementLocal area$157.23k - $192.17k
...discover what you excel at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and goals-... ...: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise...Full timeWork experience placementLocal area- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client... ...serving as a trusted advisor to high-net-worth and... ...wealth advisors, estate planners, attorneys, accountants... ...capable of influencing the strategic direction of the...
- ...Tax Planning Specialist At Range, we... ...building AI-powered wealth management.... ...across different advisors and apps. We're backed... ...Certified Financial Planners® to devise and implement... ...Planning: Strategic Tax Planning:... ...funds and charitable trusts. Education...Work at officeLocal areaRelocationMonday to Friday
- ...Senior Vice President of Strategic Solutions About the Company Trusted provider of verification, credit, risk mitigation, collection and dispute resolution services. Industry Information Services Type Privately Held About the Role The Company is...
- ...Vice President of Sales & Strategic Accounts About the Company Develops computer-use... ...About the Role The Company is seeking a VP of Sales & Strategic Accounts to spearhead... ...presence, and the ability to command trust with senior buyers. The ideal candidate will...
$147k - $198.9k
...is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock... ...of AI and automation. The role builds trust and cross-functional alignment across HR, Finance, and business teams on strategic workforce initiatives. Using data, analytics...Full timeTemporary workPart timeWork at officeLocal areaFlexible hours3 days per week- ...Vice President, Strategic Programs & Industry Engagement About the Company Influential organization advancing clean energy & environmental... ...role is pivotal in strengthening the company's position as a trusted industry authority and convener, with a focus on engaging...Local area
$91.22k - $172.99k
...is a leading advisory, tax and assurance firm, providing... ...with our Private Wealth/High Net Worth team in... ...opportunity to be a valued advisor delivering tax and... ...can see yourself as a trusted business advisor, working... ...proactive tax planning and strategic consulting including...Local areaWorldwide- ...work on site in the specified location.Wealth and Advice Solutions is Schwab's comprehensive... ...mitigation, and liquidity needs.The Tax, Trust and Estate specialist role is a part of... ...partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work...16 hoursFull timeWork at office
$130k - $230k
Vice President, Wealth Business Development (West Coast) Full-time As part of the Wilshire... ...Accounts professional to focus on strategic distribution efforts across the TAMP, broker... ...research and platform approval into advisor adoption, asset growth, and scalable enterprise...Full timeWorldwideHome office- Fred Hutchinson Cancer Center in Seattle is seeking a leader for Strategic Affiliation Management to oversee the enterprise portfolio of clinical affiliations and ensure alignment with organizational priorities. You will provide governance and financial oversight across...
- Allegiance Wealth Management seeks an Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. You will... ...financial information into clear guidance and build trusted, long-term client relationships. You will lead client...Private practice
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for... ....). Our role is to work with advisors and their clients to educate... .... As a Vice President, Wealth Planner within J.P. Morgan Wealth Management...Work at officeLocal area
$162.7k - $220.2k
...innovative solutions for their most complex challenges.AWS is seeking a Strategic Business Development Manager, AI Customer Experience to define... ...to achieve common goals.Key job responsibilities• Build trusted relationships with C-suite executives and business leaders...Flexible hours- ...President, Controller to lead its accounting function. In this pivotal role, you will ensure accurate financial reporting and serve as a strategic partner to executive leadership. The ideal candidate will have a Bachelor's in Accounting or Finance, a CPA, and extensive...
- KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans...
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