Average salary: $75,000 /yearly
More statsGet new jobs by email
$110k - $190k
...Estate Planning Specialist Create relationships with Baird Financial Advisors and discuss their most important and complex client... ...ability to earn such certifications quickly. Certified Financial Planner (CFP) or similar license and experience in the brokerage...SuggestedBaird Capital
Seattle, WA1 day ago$85k - $105k
...Wealth Planner Cerity Partners is one of the fastest-growing independent wealth management firms in the country, and our Albany family... ...planning Tax strategy Investment analysis Trust and estate coordination Direct client relationships At Cerity...SuggestedWork at officeLocal areaFlexible hoursCerity Partners
Albany, NY4 days ago$52k - $60k
...Job Title Replenishment Planner Location Support Center - Las Vegas, NV 89119 US (Primary) Job Type Full-time Category... ..., represents over half of the Company's international store estate, with a collection of attractive, successful specialty retail stores...SuggestedFull timeWork experience placementSeasonal workLocal areaWorldwideMonday to FridayFlexible hoursMarshall Retail Group
Las Vegas, NV2 days ago$225k - $275k
...Wealth and Estate Planning Strategist $225k-$275k plus bonus Irvine, CA Summary We are an independent financial services organization located in Irvine, CA. We provide customized wealth management strategies to business owners, the ultra-affluent and their families...SuggestedWork at officeAmtec Staffing
Orange County, CA2 days ago- Everlywell is seeking a Supply Chain Planner to manage customer demand, production planning, and material supply in Hoffman Estates, Illinois. The role includes analyzing forecasts, developing production schedules, and managing procurement processes to ensure efficient...SuggestedFlexible hours
- ...and grow their legacy? Do you love translating complex tax and estate law into real, meaningful strategies for individuals and families... ...thoughtful service and ongoing support # Mentoring junior planners and advisors in estate planning principles and best practices...SuggestedPermanent employment
ProSearch Maine
Portland, ME2 days ago $124.28k - $186.16k
...TD Wealth Job Description: The Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and onboard clients for trustee appointment and estate settlement...SuggestedWork at officeLocal areaWork from homeFlexible hoursTD Bank Group
Boston, MA1 day ago$124.28k - $186.16k
TD Bank Group (TD) in Boston, Massachusetts, seeks a Senior Trust Advisor to manage assigned accounts including trusts and estates. This role involves developing comprehensive financial plans, maintaining strong client relationships, and achieving sales goals. The ideal...Suggested$15k
Senior Trust & Estate Planner D.A. Davidson Companies is an independent, employee‑owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering...SuggestedLocal area$120k - $150k
...clients, our colleagues, and our communities. Summary: The Wealth Planner will serve as a core member of the Wealth Strategy Team,... ...into ultra-high-net-worth (UHNW) advisory work, including complex estate, tax, and multi-generational planning. Over time, the individual...SuggestedWork at office- TwinThread is looking for a Vice President, Wealth Planner in Boston, MA. The candidate will provide comprehensive wealth planning advice across trusts, estates, and tax planning, engaging with clients to identify opportunities. A 4-year degree along with either CFP, CPA...Suggested
$170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This role involves business development, guiding teams, and reviewing planning structures for high-net-...SuggestedMercer Advisors
New York, NY4 days ago$170k - $300k
...services firm in Dallas is seeking an experienced Citi Wealth Planner to deliver customized wealth structuring services. The ideal candidate... ...a minimum of eight years of industry experience, focusing on estate planning, tax planning, and building relationships with clients...Suggested$120k - $150k
NFP Corp is seeking a Wealth Planner to join its Wealth Strategy Team in Nashville, TN. The Wealth Planner will support Financial Advisors... ...into ultra-high-net-worth advisory work, focusing on complex estate and multi-generational planning. We offer a competitive salary...Suggested$110k - $190k
Baird is seeking an experienced estate planning attorney in Louisville, KY, to assist financial advisors with complex client estates ranging from $2M to $20M. Responsibilities include advising on estate planning matters, drafting documents, and creating customized reports...Suggested- ...institution in Dallas, Texas is seeking an experienced Wealth Planner to partner with Private Bankers and deliver customized wealth structuring... ...a JD degree and a minimum of eight years in the trust and estate industry. Key responsibilities include estate and tax planning,...
$170k - $300k
Citi is looking for a Wealth Planner in Dallas, Texas, who will partner with Private Bankers to offer customized wealth structuring services... ...requires a JD degree and a minimum of 8 years of trust and estate experience. Responsibilities include estate planning,...- D.A. Davidson in Richmond, VA, is seeking a Senior Trust & Estate Planner. This role involves providing trust and estate planning consultations, promoting education to clients and Financial Professionals, and building strong community relationships. Ideal candidates will...
- ...provided for using, not obtaining, the rating. Job-Overview Do you have a Financial Planning background with an emphasis on Estate Planning? Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong...Temporary workWork at officeWork from homeHome officeFlexible hours3 days per week
Edward Jones
Tempe, AZ1 day ago - ...initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas... ...the areas of insurance planning and risk management. Assist planners in the development of financial plans in the areas of wealth transfer...Work at officeLocal areaRemote work
AmeriLife
United States4 days ago $82k - $110k
...Associate Estate Planner - Hybrid Salary Range $82,000.00 - $110,000.00 Salary Level Experienced Position Type Full Time Job Shift Day Education Level Graduate Degree Travel Percentage Up to 25% Category Estate Planning Description EP Wealth Advisors (EPWA) is...Full timeTemporary workWork at officeImmediate startFlexible hoursShift workEP Wealth Advisors
Denver, CO4 days ago$34 - $40 per hour
...and property-related items. Assist with bookkeeping tasks and data entry in accounting software such as QuickBooks. Coordinate estate-related documentation and property management activities. Provide administrative support, including scheduling, email...Hourly payCentury Group
Torrance, CA5 days ago- ...Yountville, CA Summary The Event Services Manager at The Estate Yountville ensures outstanding, memorable events by leading the... ...to deliver seamless, elevated experiences for meeting planners and guests. Core Responsibilities Oversee and support...Full timeTemporary workSeasonal workWork at office
Boardwalk IG Management LLC
Sebastopol, CA3 days ago - ...JOB DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works directly with clients...
Signature Estate & Investment Advisors, LLC
Pasadena, CA4 days ago $175k - $200k
...individuals, and their families, with client net worth ranging from $50 million to $5 billion. We specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans, with a steadfast commitment to preserving and...Work at officeChamberlain Group Financial Services
Irvine, CA8 hours ago- ...leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Sr. Trust & Estate Strategist . Position Overview The Senior Trust & Estate Strategist will provide expert guidance in complex estate planning,...
- ...entrepreneurship, and executive leadership by simplifying their financial lives. Through thoughtful, integrated strategies across tax, estate, and investment planning, we bring clarity and structure to complexity—empowering clients with confidence, control, and long-term...Full timeWork at office
$80k - $284.05k
PNC is seeking a Senior Wealth Strategist in Boston, MA, responsible for developing and implementing complex financial plans for clients. The role requires strong relationship management skills and 8+ years of industry experience. Candidates should possess a JD and demonstrate...Work at office- Stifel, based in St. Louis, is looking for a Wealth Strategist I to provide estate and tax planning support to Financial Advisors. This role involves analyzing clients' financial situations, delivering consultations, and developing educational materials. Candidates should...
- 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...
