Average salary: $75,000 /yearly
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- ...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 area
Neuberger Berman Group LLC
New York, NY4 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...SuggestedLocal area- Job Opportunity: Estate Planner at Southern Farm Bureau Life Insurance Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As an...SuggestedWork at officeHome officeNight shift
$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- ...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
$150k - $215k
Senior Wealth Planner page is loaded## Senior Wealth Plannerlocations: New York, NYtime type: Full timeposted on: Posted Todayjob requisition id: R0011309**Summary:**The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners...SuggestedLocal areaShift work- 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
- A prominent life insurance provider in Texas seeks an Estate Planner to support agents in sales efforts for life insurance and annuity products. Key responsibilities include conducting sales interviews, training agents, and maintaining technical knowledge in estate planning...SuggestedWork at office
- A leading financial services provider is seeking an Estate Planner to assist agents in selling life insurance and annuity products. The role involves conducting client interviews, training agents, and maintaining expertise in advanced sales strategies. Ideal candidates...SuggestedWork at office
- 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
$144k
...Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! The Edward Jones Generations® team provides...SuggestedFull timeTemporary workWork at officeWork from homeHome officeFlexible hours3 days per weekEdward Jones
West Palm Beach, FL1 day 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, CA18 hours ago- ...clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including... ...MBA, CEPA, CIMA, CTFA) preferred. The role of Senior Wealth Planner has significant travel responsibilities. While utilizing...SuggestedRemote work
- ...Vice President Of Complex Estate Planning Goldman Sachs Family Office (GSFO) is in search of a Vice President experienced in complex estate planning to operate in an innovative technology-backed offering for our HNW clients. We are looking for a client-friendly individual...SuggestedWork at officeLocal area
- ...Estate And Financial Planning Advisor Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets under management at Truist driving...SuggestedFull timePart timeWork experience placementWork at office
$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- ...a net worth exceeding $10 million. Advisory Services include Investment Management, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting. This position requires a highly organized individual who can create client advice, balance...Work experience placementWork at officeImmediate startFlexible hours
- ...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...Private practiceWork at office
£50k - £60k per year
Senior / Principal Planner - Strategic Rural & Commercial Projects Cheshire | Hybrid | Full-time preferred | £50-£60k + benefits About... ...: Diversification projects, farm business developments and estate planning Appeals, certificates and enforcement Complex rural...Full timeWork from homeFlexible hours- * 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....
$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$125k - $150k
A leading investment firm is looking for a Wealth Planner to join their NYC office. This position involves constructing wealth planning analyses, supporting portfolio managers, and conducting training on financial software. The ideal candidate will have a CFP® designation...Work at office- 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 financial services company based in San Francisco is seeking an experienced Wealth Strategist to develop sophisticated estate and tax planning strategies for high net worth clients. This role requires strong client engagement abilities and the capacity to simplify complex...
- The Wealth Strategist prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to address complex objectives for high-net-worth clients. This role acts as subject-matter resource for internal...Work at office
$100k - $121k
...leading asset management firm located in Los Angeles is seeking a Senior Financial Planner to join its financial planning team. This role focuses on providing personalized financial plans, estate reviews, and tax analyses for high-net-worth clients. The ideal candidate has...- A leading financial services firm is seeking a Senior Estate Strategist to strengthen its High Net Worth offerings in Tempe, AZ. The role requires expertise in complex estate planning and knowledge of financial regulations. Candidates should have over 11 years of experience...
- 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...
- ...Specialist. This role focuses on providing financial planning solutions for high net worth clients, requiring extensive knowledge in estate and business planning. The ideal candidate should have over 10 years of experience in financial planning, possess a CFP designation...Full time
- ...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
