Senior Estate & Wealth Planning Strategist
Freestone Capital Management
Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients, advisors and their counsel to design and implement strategic wealth plans while staying current with evolving tax laws and regulations. Strong independence, confidentiality and client service are essential. #J-18808-Ljbffr Freestone Capital Management
- Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated financial and estate planning for high-net-worth clients, typically $5M+ in assets. You will partner with Wealth Advisors and internal specialists to create holistic plans and actionable recommendations...Senior
$82k - $135.2k
...in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory... ...-worth clients and lead complex wealth planning projects. The ideal candidate will have... ...a solid understanding of wealth and estate planning. This role offers a hybrid...Senior- ...Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients... ...comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment teams to...Senior
$133k - $296.4k
...opportunity to contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be... ...Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity....SeniorFull timeTemporary workWork experience placementWork at office$170k - $300k
...success, we are an independent wealth and asset management firm... ...comprehensive financial planning. About the Role We are... ...teammate to join us as an Estate Planning and Wealth Strategist at our office in Seattle,... ...Practice, ideally having reached Senior Associate level or greater...SuggestedSummer workWork at office$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...SeniorRemote job- PNC Wealth Strategist Sr in the Private Bank organization may be based in Washington, DC, Bethesda, MD, or Tysons Corner, MD. PNC... ...on workplace expectations. The role involves tax, estate and financial planning for high-net-worth clients and expanding client relationships...SeniorWork at office
$165k - $345k
...WashingtonJob SummaryThe Family Wealth Strategist serves as the lead advisor... ...in investible assets. This senior-level role is responsible... ...investment management, wealth planning, trust services, and banking... ...knowledge of tax, investment, estate planning, and philanthropic...Full timeWork at officeFlexible hoursNight shift$82k - $135.2k
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax - Business Tax Services - Private Tax - Wealth... ...We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the...SeniorWork experience placementSummer holidayFlexible hours$86.5k - $164.35k
...review the following job description: The Financial Planning Strategist delivers sophisticated financial and estate planning solutions for high-net-worth clients,... ...of client goals, this role partners closely with Wealth Advisors and collaborates with internal specialists...Full timePart timeWork experience placementWork at officeShift workDay shift- ...help engineering leadership deliver sound strategic decisions focusing on three key areas: AI transformation, resource efficiency & planning, and frontier technology, and drive the organization to remain a sustained industry leader.- Industry & Trend Research: Closely...SeniorShift work
$94k - $175k
...WashingtonJob SummaryThe Sr Fiduciary Strategist is responsible for fulfilling the fiduciary... ....Obtain and reviews and monitors all estate planning documents periodically to ensure that... ...fiduciary, investment, tax, and other related wealth issues by keeping current as to estate...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hours$155.64k - $280.8k
...competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for...SeniorFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- Milliman is seeking an experienced Health & Group Benefits Consultant to lead health and group benefits engagements for multiemployer clients. The role focuses on benefits design, delivery, vendor management, and strategy, with the potential to support public and/or corporate...Senior
- Cohesity is seeking a seasoned Sales Finance leader to own and defend the financial models that drive compensation, quota, and capacity decisions for a global GTM force. In this role, you will build RRE capacity, run scenario analysis, forecast commission expense, and translate...Senior
- Comagine Health is seeking a Senior Financial Planning & Pricing Analyst to join our team. This remote role focuses on pricing strategy, budgeting, and sophisticated financial modeling to support organizational growth and sustainability. You will lead annual budgeting,...SeniorRemote job
- Oracle seeks a senior recruiter to partner with management across divisions to identify, recruit, and qualify top talent nationwide. You will manage full recruiting life cycle and leverage internal and external resources to fill open roles with high-caliber professionals...Senior
- Blue Origin is seeking a Senior Specialist in Public Relations to drive communications strategies and media relations on behalf of Blue Origin. The ideal candidate will have proven product launch and storytelling experience, preferably within the high-tech and space industries...Senior
- Nutanix is looking for a Software Sales Specialist based in Seattle to drive revenue growth through consultative, value-based selling. You'll engage with customers and provide thorough assessments to advance complex sales cycles. The ideal candidate brings proven experience...Senior
- Indeed is recruiting for a senior legal operations role anchored in the Legal Product and Marketing team. The position emphasizes driving resolution of complex legal challenges, optimizing workflows, and advising senior leadership with strong data-driven judgment. The...Senior
- A leading architecture firm is seeking a Senior Health Planner to support its healthcare practice in Seattle. The candidate will provide planning and design support, engage in team problem-solving, and mentor junior staff. With over 10 years in Health Architecture and...Senior
- PACCAR's Information Technology Division in Renton, WA is seeking a Senior Information Security Analyst to act as a subject matter expert on security. You will guide risk assessments, design secure architectures, and support global security initiatives across networks,...Senior
- Fred Hutchinson Cancer Center in Seattle is seeking an experienced procurement professional to own IT contract management, renewal pipelines and vendor negotiations. This role focuses on software licensing, SaaS agreements and cost optimization across the IT portfolio. ...SeniorContract work
- A leading procurement services provider in Seattle is seeking a Procurement Consultant/Senior Procurement Consultant. This hybrid role engages directly with clients in enhancing their procurement and supply chain efficiency. The ideal candidate will have 2-7 years of consulting...Senior
- Salesforce in Bellevue, WA is seeking a Senior Threat Intelligence Researcher (Production) to lead intelligence production across our Threat Intelligence program and translate complex findings into actionable guidance for executives, engineers, and customers. You will...Senior
$95k - $120k
Metropolis in Seattle is seeking a Senior Financial Analyst to be a key driver of our corporate finance function. You will lead forecasting... ...and build models to support capital allocation and long-range planning. You will translate complex data into executive narratives,...Senior- SpaceX is seeking a Sr. Government Affairs Manager to support federal lobbying efforts, shape policy strategies, and build coalitions in Washington, DC. You will draft legislative language, testify at hearings, and monitor policy developments to advance SpaceX and Starlink...Senior
$81k - $155k
SoundTransit in Seattle is seeking a Senior Procurement Specialist to perform a full range of contracting duties including procurement methods selection, contract awards, and compliance monitoring. Candidates should hold a Bachelor's degree in a related field with at least...SeniorContract work- Boeing is seeking an Experienced Procurement Agent to join the Executive Transport team and support supply chain activities across multiple programs. The role involves oversight of supplier performance, strategic negotiations, and developing contractual solutions in a hybrid...Senior
- ...present insights to clients and executives to shape campaigns. You’ll translate data into actionable optimization, develop full-funnel plans, and spot emerging opportunities for growth while mentoring colleagues. The role is hybrid in Seattle or Brooklyn, with strong...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Estate & Wealth Planning Strategist. Be the first to apply!
- design strategist Seattle, WA
- communications strategist Seattle, WA
- senior strategy consultant Seattle, WA
- account strategist Seattle, WA
- media strategist Seattle, WA
- digital strategist Seattle, WA
- strategy consultant Seattle, WA
- investment strategist Seattle, WA
- strategist Seattle, WA
- business strategist Seattle, WA
