Average salary: $75,000 /yearly

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  • $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... 
    Suggested

    Baird Capital

    Canonsburg, PA
    1 day 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... 
    Suggested
    Full time
    Work experience placement
    Seasonal work
    Local area
    Worldwide
    Monday to Friday
    Flexible hours

    Marshall Retail Group

    Las Vegas, NV
    2 days 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... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Cerity Partners

    Albany, NY
    4 days ago
  • $124.28k - $186.16k

     ...Business: 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... 
    Suggested
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Boston, MA
    3 days ago
  • $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-... 
    Suggested

    Mercer Advisors

    New York, NY
    4 days ago
  • $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

    Baird

    Louisville, KY
    4 days ago
  • $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

    NFP Corp

    Nashville, TN
    1 day 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... 
    Suggested
    Work at office

    Amtec Staffing

    Orange County, CA
    2 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

    Citigroup Inc.

    Dallas, TX
    4 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... 
    Suggested
    Flexible hours

    Medium

    Hoffman Estates, IL
    4 days ago
  • 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

    Aumni

    Boston, MA
    3 days ago
  • $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... 
    Suggested
    Work at office

    Work180

    Nashville, TN
    1 day ago
  •  ...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

    Citibank (Switzerland) AG

    Dallas, TX
    3 days ago
  • $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,... 
    Suggested

    Citi

    Dallas, TX
    1 day ago
  • 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... 
    Suggested

    D.A. Davidson

    Richmond, VA
    1 day ago
  •  ...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 work
    Work at office
    Work from home
    Home office
    Flexible hours
    3 days per week

    Edward Jones

    Tempe, AZ
    1 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 office
    Local area
    Remote work

    AmeriLife

    United States
    4 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 time
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Shift work

    EP Wealth Advisors

    Denver, CO
    4 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 pay

    Century Group

    Torrance, CA
    5 days ago
  •  ...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... 
    Permanent employment

    ProSearch Maine

    Portland, ME
    2 days ago
  • $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... 
    Local area

    D.A. Davidson

    Richmond, VA
    1 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... 

    TD Bank Group (TD)

    Boston, MA
    4 days ago
  •  ...confidence. In this position, the assistant supports clients through estate planning and long‑term care planning, providing high‑quality...  ...as needed.   ~ Attend appointments with the Long-term care planner and/or attorneys and interact with clients and referral sources... 
    Work experience placement
    Work at office

    Steinbacher Goodall & Yurchak

    Wysox, PA
    6 days ago
  • $21 per hour

     ...Job Description Job Description Are you a detail-oriented planner with a passion for creating meaningful, impactful events? Our estate planning law firm is seeking a skilled Intake and Events Coordinator to lead the planning and execution of seminars, client appreciation... 
    Hourly pay
    Work at office
    Local area
    Afternoon shift

    Sechler Law Firm

    Warrendale, PA
    20 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 time
    Temporary work
    Seasonal work
    Work at office

    Boardwalk IG Management LLC

    Windsor, CA
    3 days ago
  •  ...Associate Advisor / Wealth Planner This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients... 

    Signature Estate & Investment Advisors, LLC

    Houston, TX
    5 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 office

    Chamberlain Group Financial Services

    Irvine, CA
    1 hour ago
  • Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating... 

    Kayne Anderson Rudnick

    Los Angeles, CA
    2 days ago
  • Edward Jones in Tempe, AZ is seeking an Associate Estate Strategist to enhance the wealth management process for High Net Worth clients. This role requires significant estate planning expertise and advanced degrees, along with five or more years in financial services.... 

    Edward Jones

    Tempe, AZ
    2 days ago
  • A leading financial institution in San Francisco is seeking an Executive Director, Wealth Planner. This role involves leveraging expertise in tax and trust laws to provide comprehensive advice and develop strategies for clients. You will work closely with advisors to identify... 

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago