Average salary: $75,000 /yearly
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- ...issues, be able to research an answer and/or direct FAs to the appropriate resources. This includes questions regarding issues such as tax planning, beneficiary designations, asset titling, the impact o Estate, Planner, Financial Planning, Brokerage, Business Services...Suggested
Robert W. Baird & Company, Inc.
Scottsdale, AZ11 hours ago - ...Position Overview: As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving...SuggestedLocal areaWorldwide
Neuberger Berman
New York, NY3 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...SuggestedHourly payCentury Group
Torrance, CA3 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- A private investment management firm is seeking an experienced Senior Estate Planner to advise high-net-worth clients on trust and estate planning while collaborating with experts to deliver tailored advice. The ideal candidate will have over 7 years of experience, strong...Suggested
$150k - $215k
# **Senior Wealth Planner**## at### **Description**Summary: The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering...SuggestedLocal areaWorldwideShift work$125k - $350k
...Wealth Planner Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple... ...and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including...SuggestedRemote work- A leading financial services firm in Denver is looking for an experienced professional to provide comprehensive estate planning support. Responsibilities include developing customized estate planning reports and collaborating with advisors. Ideal candidates have significant...Suggested
- A leading wealth management firm in St. Louis seeks a Senior Estate & Tax Associate to support its Estate & Tax Planning Services team. Responsibilities include analyzing estate plans, researching tax issues, and preparing marketing materials. Candidates should have a...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,...Suggested
$110k - $170k
...Financial Advisors and discuss their most important and complex client estate planning situations. Participate directly in client conference... ...to earn such certifications quickly. Certified Financial Planner (CFP) or similar license and experience in the brokerage...Suggested$170k - $300k
...financial institution based in New York City is seeking a Citi Wealth Planner to develop and implement customized wealth structuring services... ...will have at least 8 years of experience in trust and estate planning and possess a JD degree. Responsibilities include guiding...Suggested- ...strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, utilizing knowledge of Trust and Estate Planning, expanding client connectivity, and growing assets. The candidate should have some background in Trust and Estate Planning...SuggestedLocal area
$200k - $225k
...Senior Wealth Planner A Senior Wealth Planner is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits...SuggestedWork at officeLocal area$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...SuggestedWork at officeChamberlain Group Financial Services
Irvine, CA3 days ago$120k - $185k
...more investable assets - using a comprehensive planning framework that integrates tax-efficient investing, risk management, trust and estate planning, wealth transfer, and charitable giving. In this role, the consultant will collaborate closely with affiliated advisors...Work at office$140k - $160k
...Strategist to join its High Net Worth Planning Services team. This role emphasizes deep knowledge in financial planning concepts including estate, business, and tax planning. The ideal candidate will have over 10 years of relevant experience and a CFP designation, providing...- A financial services firm based in Cleveland, OH is seeking a Wealth Strategist Sr to manage complex tax, estate, and financial plans for clients. The ideal candidate will have at least 8 years of experience in financial operations and client relationship management. Responsibilities...
- ...Strategist to develop and implement financial plans for affluent clients. This role requires extensive experience in financial and estate planning, proficiency in financial modeling, and strong analytical skills. The selected candidate will collaborate with clients, provide...
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for... ...exchange funds) will also be a plus. As a Vice President, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep...Work at officeLocal area
- A leading investment management firm in New York City seeks an experienced Senior Wealth Planner to develop wealth planning analyses for high-net-worth clients. The ideal candidate has over 7 years of experience in financial planning and demonstrates strong communication...
- 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...
$100k
The cities near Scottsdale, AZ that boast the highest number of real estate development jobs are: Surprise Tempe Peoria Glendale Gilbert North Las Vegas Chandler Henderson Mesa Tucson The 10 cities near Scottsdale, AZ that have the most job openings are: Surprise Tempe...Full timeFor contractorsWork at officeLocal areaWork from home- ...Wealth Strategist to join their Private Bank organization in Tampa, FL. This role involves developing and implementing complex tax, estate, and financial plans for clients while building and deepening client relationships. Candidates should have 8+ years of relevant...
- * Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients....
- ...financial services firm in Boston is seeking a Vice President, Wealth Planner to provide comprehensive wealth planning advice and to engage... ...communication skills and a background in tax and trust & estate laws. Candidates should have a 4-year degree and relevant certifications...
- A leading financial services firm is seeking a knowledgeable Associate Tax Strategist to provide comprehensive tax planning for High Net Worth clients. Responsibilities include collaborating with Senior Tax Strategists to design strategies aligned with client goals, reviewing...
- ...Wealth Strategist to join their established team serving Canadian clients in the US. Responsibilities include providing expertise on estate, gift, and charitable planning, as well as business succession strategies. The ideal candidate will have a Jurist Doctor degree,...
- A leading financial services firm in Washington is seeking a professional to develop and implement complex tax, estate, and financial plans for clients. You will collaborate with various resources, manage existing relationships, and develop new client connections through...
- A trusted fiduciary and tax advisory firm in Boston is looking for an experienced Senior Tax Advisor to guide high-net-worth clients with advanced planning and tax strategy in a hybrid role. This position requires expertise in preparing complex tax returns and advising ...Flexible hours
