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...SuggestedBaird Capital
Wexford, PA1 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- ...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...SuggestedWork at officeLocal areaRemote work
AmeriLife
United States4 days 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...SuggestedTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
Edward Jones
Tempe, AZ1 day 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...SuggestedFull timeTemporary workWork at officeImmediate startFlexible hoursShift workEP Wealth Advisors
Denver, CO4 days ago- A financial services firm in Houston, Texas is seeking an experienced tax advisor to provide high-quality tax compliance services and advisory for high-net-worth individuals. Responsibilities include managing client relationships, conducting tax planning, and training junior...SuggestedWork at office
- 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
- ...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
$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$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$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$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- ...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, ME2 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...Flexible hours
- 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...
- ...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...
$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...$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-...Mercer Advisors
New York, NY16 hours 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$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, CA16 hours 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
Kenwood, CA3 days ago - ...Estate Planning Strategist, Vice President Responsibilities and Skills To work with senior estate planning strategists and teams of investment professionals to provide to clients and prospective clients objective information and analyses focusing on estate, gift...Temporary work
Morgan Stanley
Atlanta, GA3 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 $206.5k - $300k
Bank of America is looking for a Private Wealth Strategist in San Francisco to work with ultra-high net worth individuals and families. This role involves developing wealth transfer strategies, creating presentation materials, and collaborating with advisors to enhance ...$119.6k - $178.88k
TD Bank Group (TD) is seeking a Wealth Strategist located in Boston, Massachusetts. This role focuses on financial, trust, and estate planning services, promoting an exceptional client experience while supporting the TD Wealth team. Candidates should have a Bachelor's...- Amtec Staffing is looking for a Wealth & Estate Planning Strategist to join our team in Irvine, CA. The ideal candidate will support the Advisory team, particularly the CEO, in providing customized wealth management strategies to our clients. This role requires over 10...
- PNC is seeking a Senior Estate Settlement Advisor in Indianapolis, IN. The role involves executing fiduciary decision-making for complex estates, managing estate administration, and providing relationship management services. The ideal candidate will have a Bachelor's...
