Average salary: $75,000 /yearly

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  • Senior Tax Planner

     ...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... 
    Suggested
    Work at office
    Local area
    Relocation
    Monday to Friday

    Range

    New York, NY
    3 days ago

  • Sr Estate Planner

    $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 industry... 
    Suggested

    Baird Capital

    Seattle, WA
    4 days ago

  • Wealth Strategist

     ...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

    TWM Executive Search

    New York, NY
    3 days ago

  • Senior Wealth Strategist

    $121.9k - $262.1k

     ...Discovery & Analysis: Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals. Wealth Strategy: Lead the development of customized wealth strategies across estate, income tax, gift... 
    Suggested
    Bank staff
    Shift work

    Fifth Third

    Louisville, KY
    4 days ago

  • Wealth Strategist

    $150k - $190k

     ...credentialed planning professional who can independently manage sophisticated client engagements spanning cash flow and liquidity planning, estate and wealth transfer planning, tax mitigation planning, business succession planning, and philanthropy. Reporting directly to the... 
    Suggested
    Temporary work
    Work at office

    NewEdge Capital Group LLC

    New York, NY
    4 days ago

  • Senior Wealth Strategist

     ...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... 
    Suggested
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Truist Inc

    Greensboro, NC
    1 day ago

  • Wealth Strategist

    ## Wealth Strategist: High Net Worth Estate & Business PlanningPostulerremote type: Sur placelocations: Boston, Massachusettstime type: Temps pleinposted on: Publié il y a 11 jour(s)time left to apply: Date de fin : 2 juin 2026 (Il reste 13 jours pour postuler)job requisition... 
    Suggested
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Boston, MA
    13 hours ago

  • Wealth Strategist

     ...planning Income tax planning and tax-efficient wealth strategies Estate planning and wealth transfer techniques Trust structures and...  ...strategic direction of its wealth planning service offering. Mentor planners and help drive their development Qualifications & Requirements... 
    Suggested
    Work at office

    Corient

    Houston, TX
    1 day ago

  • Wealth Strategist

    $125k - $150k

     ...Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele. Highlights Serve as the Wealth Planning Strategist for ultra... 
    Suggested
    Work at office

    Leah Yosef International

    New York, NY
    1 day ago

  • Venue Planner

     ...Job Description Job Description Job Overview: Folino Estate Winery is seeking a qualified Venue Planner to join our banquet sales/venues team. This position will be responsible for all administrative assistance, planning, and accounting processing of all wedding... 
    Suggested
    Flexible hours
    Afternoon shift

    Folino Estate

    Kutztown, PA
    12 days ago

  • Wealth Strategist

    $150k - $175k

     ...As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. We have built an outstanding reputation... 
    Suggested
    Permanent employment
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Australia-Employment

    Pasadena, CA
    4 days ago

  • Wealth Strategist

    $206.5k - $300k

     ...Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely... 
    Suggested
    Private practice
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    San Francisco, CA
    2 days ago

  • Financial Planning Strategist

     ...for new clients. You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements... 
    Suggested

    Pure Financial Advisors

    San Diego, CA
    4 days ago

  • Sr. Financial Planning Strategist

    $135k - $160k

     ...to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating... 
    Suggested
    Full time
    For contractors
    Work at office

    Osaic

    Oakdale, MN
    1 day ago

  • Wealth Strategist

    $150k - $175k

     ...relationships and provide tailored wealth management services as part of a holistic approach (investment management, tax strategy, estate planning, and financial planning). Collaborate with internal specialists to deliver comprehensive, client-centric solutions for a select... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours

    Leoforce

    Pasadena, CA
    3 days ago

  • Global Buyer & Planner — SAP, Forecasting & PO Mastery

    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... 

    Bystronic Inc.

    Hoffman Estates, IL
    2 days ago

  • Event Coordinator

    $18 - $22 per hour

     ...Event Coordinator 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, we want to hear from... 
    Hourly pay
    Part time
    Weekend work
    Afternoon shift

    Walters Wedding Estates

    Sugar Hill, GA
    3 days ago

  • Event Manager

    $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 pay
    Part time
    Night shift
    Weekend work
    Afternoon shift

    Walters Hospitality

    Aubrey, TX
    1 day ago

  • Senior Trust, Estate & Fiduciary Strategist (New York)

    $174k - $261k

     ...demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client Services business was founded 50 years ago as a family... 
    Temporary work
    Part time
    Work at office
    Local area
    Flexible hours

    Capital Group

    New York, NY
    16 hours ago

  • Intake & Events Coordinator

     ...Intake And Events Coordinator 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... 

    Sechler Law Firm, LLC

    Warrendale, PA
    1 day ago

  • Event Coordinator

     ..., 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 and is growing... 
    Full time
    Part time
    Night shift
    Weekend work

    Landmark Hospitality

    Jersey City, NJ
    1 day ago

  • Event Manager

     ...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

    Knotting Hill Place

    Little Elm, TX
    4 days ago

  • Marketing and Events Coordinator

    $24 - $28 per hour

     ...driven Marketing & Events Coordinator to support marketing initiatives and event execution across Trump Winery, Trump Cidery, Albemarle Estate, and related properties. The role blends hands-on marketing with event planning, content creation, and cross-department... 
    Full time
    Local area
    Weekday work

    Trump Winery

    Charlottesville, VA
    3 days ago

  • Banquets Manager

    $65k - $95k

     ...Emerald Club of the World and ranked in the Top Ten of America’s Healthiest Club, is also internationally recognized for magnificent estate residences, recently completed $17.5 million renovations as part of a three-phase Improvement Plan. The POA Association features... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Private practice
    Work at office
    Worldwide
    Shift work

    St Andrews Country Club

    Boca Raton, FL
    4 days ago

  • Banquet Captain

    $17 - $18 per hour

     ...Overview Walters Wedding Estates, a Walters Hospitality brand, is actively seeking candidates with a passion for providing excellent hospitality. Do you love serving and interacting with people? If you have prior Banquet, Catering, or Event experience you might be a great... 
    Hourly pay
    Part time
    Weekend work
    Afternoon shift

    Walters Hospitality

    Krum, TX
    3 days ago

  • Sales & Events Manager

    $20 - $30 per hour

     ...Experience with the Orderport point of sale and customer relationship management platform is a plus Who We Are: At Inwood Estates Winery & Bistro, we're more than just a winery; we're a tight-knit family dedicated to crafting the finest Texas wines from 100% local... 
    Hourly pay
    Full time
    Local area
    Flexible hours
    Shift work

    Inwood Estates Winery & Bistro

    Fredericksburg, TX
    13 hours ago

  • Banquet Captain

     ...among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Laying in the heart of Napa Valley, The Estate Yountville features two magnificent hotels that embody the perfect getaway and retreat. Surrounded by vineyards, Michelin-star... 
    Hourly pay
    Full time

    Estate Yountville

    Yountville, CA
    4 days ago

  • Marketing & Events Coordinator

     ...McAdams Group is a dynamic, client-focused financial advisory firm dedicated to securing financial futures through personalized estate planning, retirement strategies, and wealth management. Our mission is to help every client gain clarity, confidence, and peace of mind... 
    Work at office
    Afternoon shift

    McAdams Group LLC

    Tampa, FL
    13 hours ago

  • Banquet Manager

    $80k - $90k

     ...RESPONSIBILITIES: Plan, coordinate, and oversee all banquet events from initial booking through event completion. Partner with clients, event planners, and internal departments to understand event requirements, preferences, timelines, and budgets. Develop detailed event orders and... 
    Work at office
    Flexible hours
    Afternoon shift

    Estate Yountville

    Yountville, CA
    13 hours ago

  • Event Coordinator

     ...Job Description Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with...  ...RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our... 
    Contract work
    Live in
    Work at office
    Local area
    Remote work
    Monday to Friday
    Shift work
    Night shift
    Afternoon shift

    RPOA Advisors Inc

    Plano, TX
    a month ago