Average salary: $75,000 /yearly
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$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...SuggestedRemote workBaird
United States12 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, NY12 hours ago $120k - $175k
...full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. We are leading the way in accounting and financial services as top...SuggestedPart timeLocal areaImmediate startRemote workJobot
Irvine, CA1 day ago- 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
$60k
...InMotion , represents over half of the Company’s international store estate, with a collection of attractive, successful specialty retail... ...Working as part of a category-focused team, the Replenishment Planner is responsible for the availability of products for our...SuggestedWork experience placementSeasonal workWorldwideFlexible hours- A leading financial advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive financial plans and maintaining client relationships. Ideal candidates will possess...Suggested
- ...management firm in Haverford is seeking an experienced Wealth Planner. The role requires managing existing client relationships while... ...nurturing new ones, utilizing strong financial acumen to tailor estate plans to individual client needs. The ideal candidate will combine...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
$100k - $130k
...The Opportunity We’re seeking an Estate Planning Professional with a Juris Doctor to work directly with existing high-net-worth... ...estate and trust documentation • Collaborate with financial planners, investment counselors, and tax professionals • Review estate...SuggestedRemote workLHH
Plano, TX4 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, CA12 hours 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...SuggestedHourly payWork at officeLocal areaAfternoon shiftSechler Law Firm
Warrendale, PAa month ago$150k - $250k
...Senior Wealth Planner 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 estate planning advice and wealth...SuggestedShift work- * 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....Suggested
- A leading financial advisory firm in Houston seeks an experienced Senior Wealth Planner to provide comprehensive guidance to ultra-high-net-worth clients. This role involves crafting bespoke wealth plans and managing client relationships. Candidates should have 10+ years...Suggested
- 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...SuggestedWork at officeLocal area
- ...initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas... ...in the areas of insurance planning and risk management.* Assist planners in the development of financial plans in the areas of wealth...Work at officeLocal areaRemote work
$150k - $215k
A leading financial services firm is seeking a Senior Wealth Planner in New York, NY. The role involves constructing wealth planning analyses and supporting advisor teams with client interactions. Candidates should have a CFP designation and substantial experience in financial...$125k
A financial advisory firm in Irvine, California, is seeking a Wealth and Estate Planning Strategist. This role requires 10+ years in life insurance and expertise in implementing complex wealth strategies. The strategist will manage client proposals, provide internal advice...Work at office- ...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...
$125k
The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of this role include but are not...Work at office- A leading financial services firm in Cleveland seeks a professional to develop and implement complex tax and financial plans for clients. You will work collaboratively with other specialists and build on existing client relationships while identifying new business opportunities...
- ...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...Full timeWork at officeFlexible hours
- 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 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...
$17 - $21 per hour
Event Coordinator Walters Wedding Estates Walters Wedding Estates, part of the Walters Hospitality brand, is seeking an enthusiastic Event Coordinator to join our team. If you have a passion for providing exceptional hospitality and enjoy working in a dynamic environment...Hourly payPart timeWeekend workAfternoon shift$15 per hour
A historic estate and park is seeking a part-time Private Events Associate to deliver memorable experiences for events. You will support various private rental activities, ensuring venues are prepared and addressing client needs. Candidates must possess excellent customer...Hourly payPart timeNight shift- Tucked in the middle of suburban Wilmington sits Bellevue State Park, a former DuPont estate. William Dupont Jr. (1896-1965), the estate's last owner and avid equestrian, transformed this land to include horse stables, indoor horse training facilities, and most notably...Casual workSeasonal workWork at officeWeekend workAfternoon shift
- A leading entertainment venue in Hoffman Estates is looking for an Event Coordinator who will help create memorable experiences for guests through planning and coordination of events. This role requires a guest-focused mindset and strong teamwork skills, with responsibilities...
- Brocket Hall is seeking a dedicated and dynamic Events Manager to join our talented team at one of the UK’s most prestigious estate venues. This role offers the opportunity to lead and oversee a diverse range of events, from weddings and corporate functions to golf tournaments...Casual workWork from homeShift workNight shiftRotating shiftWeekend workAfternoon shift
$18 - $20 per hour
Event Manager Walters Wedding Estates Step into the exciting world of event management as an Event Manager, where you'll be at the forefront of our food and beverage team during events. If you're passionate about creating memorable experiences, eager to learn, and ready...Hourly payPart timeNight shiftWeekend workAfternoon shift
