Average salary: $75,000 /yearly
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- ...AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different... .... You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients...SuggestedWork at officeLocal areaRelocationMonday to Friday
Range
Bellevue, WA4 days ago $120k - $180k
...00 independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement...SuggestedPermanent employmentWork from homeFlexible hoursCommonwealth Financial
Waltham, MA1 day ago- Wealth Planning StrategistThe Wealth Planning Strategist (WPS) delivers sophisticated financial, estate and tax planning advisory services to TIAA's highest net worth and most influential clients. The WPS provides thoughtful, appropriate educational guidance for the client...SuggestedWork at office
Teachers Insurance and Annuity Association
Charlotte, NC2 days ago - ...client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and...SuggestedTemporary workWork at officeHome officeFlexible hours
Edward Jones
Tempe, AZ1 day ago - ...generation or creating a fund for their philanthropic efforts, our Estate Settlement Officers, Trust Officers, Trust Strategists, and... ...Advisors, Baird Family Wealth Strategists, Tax Strategists, Wealth Planners, Market Directors, and other PWM associates to identify...SuggestedFull timeWork from home
Baird
Milwaukee, WI2 days ago - ...a good fit for someone who wants broader exposure than a typical public accounting seat offers — passthrough entities, trusts and estates, P/E analysis. Key Responsibilities : Support project teams in resolving critical tax technical issues with clarity and precision....SuggestedWork at office
Gateway Group Personnel
Birmingham, AL1 day ago - Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced tax strategies, and multigenerational wealth stewardship, collaborating with Private Wealth Strategies...Suggested
- MOHR Talent is seeking a Director of Estate Planning to serve as a technical authority and trusted partner to financial advisors and high-net-worth clients. This senior, individual-contributor role reports to the Head of Estate, Tax and Financial Planning and is centered...Suggested
$20 - $22 per hour
...are the guardians of 1,000 acres of pristine vineyards, iconic estates, forests, and wildlife habitats along the West Coast. Our success... ...associations, tour operators, hotel concierge teams, corporate planners, event agencies, community partners, vendors, and suppliers to...SuggestedHourly payWork at officeFlexible hoursAfternoon shiftChamisal Vineyards
San Luis Obispo, CA4 days ago- ..., Hudson House, Stone House at Stirling Ridge, the Ryland Inn, and Albion Summit in New Jersey as well as Hotel Du Village, Elkins Estate, and Logan Inn in Pennsylvania. Landmark Hospitality specializes in upscale restaurants, event spaces, and boutique hotels is growing...SuggestedFull timePart timeNight shiftWeekend work
By Landmark
Jersey City, NJ3 days ago $95.6k - $188.4k
...services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new...SuggestedVisa sponsorshipDeloitte LLP
Arizona16 days ago$94k - $105k
...Range: $94,000.00 To $105,000.00 Annually Bring Event Magic to Life as Filoli’s Events Manager! Nestled in a breathtaking historic estate, Filoli is seeking an enthusiastic, dynamic Events Manager to lead our Facility Rentals Program and elevate our reputation as a premier...SuggestedFull timeSeasonal workAfternoon shiftFiloli Center
Woodside, CA1 day ago$170k - $225k
...families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest...SuggestedTemporary workWork at officeLocal areaRemote workFlexible hoursMercer Advisors
Walnut Creek, CA4 days ago- ...individuals and families. With a highly personalized and client-focused approach, the Bank delivers integrated solutions across trust and estate administration, retirement and custodial services, and financial oversight. We collaborate closely with clients and their advisors...SuggestedTemporary workH1bWork at officeLocal areaFlexible hours
- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer. Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external...Suggested
- Mohr Talent is seeking a Senior Estate Planning Strategist in the Century City/Los Angeles area. This hybrid, direct‑hire role will lead advanced estate planning for high‑net‑worth clients and collaborate with attorneys, tax pros and advisors to evolve service delivery...
- Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational...Full timePart timeWork experience placementWork at officeShift workDay shift
- A leading manufacturing company is seeking a Buyer I to manage supply chain operations in Hoffman Estates, United States. You will work directly with vendors to maintain a steady supply feed, analyze inventory needs, and reconcile purchase orders. Ideal candidates have...
$20.69 - $32.34 per hour
...Hospitality & Events Coordinator - Black Stallion Winery, Napa Work Location Napa, CA Position Purpose Join our Black Stallion Estate Winery Experience team, located along the historic Silverado Trail in the heart of Napa Valley. Under general supervision, the Trade...Flexible hoursShift workNight shift$55k - $65k
...Paso Perched along historic Anderson Road, The Anderson Paso stands on a property rooted in Paso Robles' winemaking heritage. The estate has long been a landmark of creativity and craftsmanship in California's Central Coast. Today, under the vision and direction of...Contract workWeekend workAfternoon shiftCovelop Inc
Paso Robles, CAa month ago$24 per hour
...Job Description Job Description About our Company: Ponte Family Estate Winery opened in 2003 and is a California based company operating in the heart of the Temecula Wine Country. We have been farming our vineyards since 1984 and are a real working winery, growing...Hourly payContract workFlexible hoursNight shiftAfternoon shiftPonte Winery
Temecula, CA5 days ago$25 - $30 per hour
...Job Description Job Description Full-Time Event Manager / Sales Consultant White House Event Center & The Estate — Anaheim & Orange, California Pay: $25–$30 per hour, plus commissions and performance bonuses Schedule: Full-time, Monday-Thursday (Event...Hourly payFull timeWork at officeMonday to ThursdayWeekend workAfternoon shiftWeekday workWHITE HOUSE EVENT CENTER LLC
Anaheim, CAa month ago- ...ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client...Full timeWork experience placementWork at officeRemote workRelocation package
Vanguard
Charlotte, NC3 days ago $18 - $20 per hour
Walters Wedding Estates What You’ll Do: Assist with the hiring and training of banquet employees, including Bartenders, Servers, and Dishwashers. Ensure all banquet staff conduct clock‑in and clock‑out procedures. Assist with scheduling hourly staff for events at your...Hourly payPart timeNight shiftWeekend workAfternoon shift- ...the picturesque lake town of Little Elm, Texas, Knotting Hill Place offers a unique and luxurious event venue. With a 17,000 sq ft estate on 5 acres, our venue blends Old-world charm with contemporary design, offering areas from indoor ballrooms to outdoor courtyards....Full time
$21 per hour
...internally called Coordinator of Resident Services) to serve one apartment community in Austin, TX, on IH-35 South near Bluff Springs Estates . Important Details: 8 hours/week at $21/hour Primarily afternoons, evenings, and weekends Plan and host 2-3 events/workshops...Part timeLocal areaWeekend workAfternoon shift- Bartholomew Estate Winery is seeking a creative, dynamic and team spirited Events Coordinator to join us. We are located in historic... ...Conduct site tours and event walkthroughs for prospective clients, planners, and vendors. Prepare and present event proposals, pricing,...Temporary workWork at officeLocal areaWeekend workAfternoon shift
- Walters Wedding Estates is seeking an enthusiastic Event Coordinator to join our team in Montgomery, TX. If you have a passion for hospitality and excel in fast-paced wedding and event settings, we want to hear from you! In this role you will attend detail meetings, lead...Weekend workAfternoon shift
- ...worth clients. Collaborate with a globally recognized advisory institution in a hybrid work environment. Enhance your expertise in estate and tax planning topics.Job DescriptionWealth Planning Associate OverviewThe Wealth Planning Associate role focuses on delivering sophisticated...Work at office
Green Key Resources
New York, NY1 day ago - ...Huck Bouma seeks an estate planning secretary to join its Estate Planning Group. The ideal candidate has 1–3 years of experience and a deadline-driven attitude with a focus on client interaction. Experience with WordPerfect, Word and Excel is essential; knowledge of WealthCounsel...
Huck Bouma, PC
Wheaton, IL2 days ago
