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
    3 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...
    Suggested
    Work at office

    Corient Private Wealth LLC.

    Houston, TX
    3 days ago
  • ## 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
    4 days ago
  • BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role requires a minimum of 5 years of experience in international tax and estate planning, specifically advising... 
    Suggested

    BCG Attorney Search

    Boston, MA
    1 day ago
  • $148.5k - $174.7k

    Job Description The PWM Wealth Planner is focused on providing clients with comprehensive, goal‑based planning. The Wealth Planner provides...  ...philanthropic, tax planning, business transition planning, and estate planning. The Planner has expertise in planning software,... 
    Suggested
    Temporary work
    Work experience placement

    Us Bank

    Seattle, WA
    4 days ago
  •  ...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

    The Accredited Estate Planner

    Haverford, PA
    3 days ago
  • U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of... 
    Suggested

    Us Bank

    Seattle, WA
    3 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 daily... 
    Suggested
    Full time
    Temporary work
    Seasonal work
    Work at office

    Boardwalk IG Management LLC

    Yountville, CA
    -108
  •  ...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.... 
    Suggested
    Full time

    Knotting Hill Place

    Little Elm, TX
    3 days ago
  •  ...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... 
    Suggested
    Casual work
    Seasonal work
    Work at office
    Weekend work
    Afternoon shift

    State of Delaware

    New York, NY
    1 day ago
  • $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... 
    Suggested
    Work at office

    Cetera Financial Group

    New York, NY
    3 days ago
  • SunTrust Investment Services, Inc. is seeking a Financial Planning Specialist in Miami, Florida. This role involves utilizing advanced financial planning techniques for clients with $10MM+ in assets, delivering actionable advice and ensuring compliance with regulatory standards...
    Suggested

    SunTrust Investment Services, Inc.

    Miami, FL
    3 days ago
  • Fisher Investments in Plano, Texas, is seeking a Senior Estate Planning Professional to work closely with high-net-worth clients, providing strategic guidance on estate planning. This role includes conducting evaluations of estate structures and identifying planning gaps... 
    Suggested

    Fisher Investments

    Plano, TX
    2 days ago
  • $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... 
    Suggested

    TD Bank Group (TD)

    Boston, MA
    3 days ago
  • 001 The Northern Trust Company is seeking an Associate Wealth Advisor to support wealth planning for ultra-high net-worth clients. The role requires gathering financial data, creating presentations, and coordinating with internal and external partners. Ideal candidates ...
    Suggested

    001 The Northern Trust Company

    Chicago, IL
    3 days ago
  • Oxford Financial GRP is seeking a Senior Wealth Planner in Boca Raton, Florida. As a key member of the Family Office Services Team, you...  ...candidate has at least 7 years of experience in wealth or estate planning, strong analytical skills, and proficiency in Microsoft... 
    Work at office

    Oxford Financial GRP

    Boca Raton, FL
    5 days ago
  • Fairygodboss is seeking a Wealth Strategist Sr to be based in Denver, CO. This role involves developing and implementing complex financial plans, and requires a minimum of 8 years of relevant experience. The ideal candidate will have a JD degree, a strong focus on customer...
    Work at office

    Fairygodboss

    Denver, CO
    4 days ago
  •  ...Vice-President - Wealth Planner Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work... 
    Work at office
    Local area

    JPMorgan Chase

    Stanford, CA
    2 days ago
  • $125k - $175k

    Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences... 

    Virtus Investment Partners

    Los Angeles, CA
    2 days ago
  • EP Wealth Advisors is seeking an Advanced Wealth Strategist to analyze client portfolios and develop wealth transfer strategies. This remote role includes significant client engagement in Torrance, California. Key qualifications include a CFP designation, 10+ years in financial...
    Remote job
    Flexible hours

    EP Wealth Advisors

    Torrance, CA
    4 days ago
  • £50k - £60k per year

    Sodexo is seeking a Senior Surveyor to join our Asset Management team, supporting a major UK Government estate. The role involves delivering high-quality asset verification and condition surveying services across diverse portfolios, ensuring data accuracy and supporting... 

    Sodexo

    Manchester, NH
    2 days ago
  • $140k - $170k

    RWA Wealth Partners in Boston is hiring a Senior Family Office Financial Planner to oversee comprehensive financial planning for clients with substantial net worth. You will be pivotal in leading planning efforts, anticipating client needs, and providing expert guidance... 
    Work at office

    RWA Wealth Partners

    Boston, MA
    4 days ago
  • 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

    Hoffman Estates, IL
    1 day ago
  •  ...involves leading fiduciary tax engagements and providing advanced tax strategies. The ideal candidate will have a strong background in estate and gift taxation, with excellent communication skills and the ability to mentor junior staff. Commitment to client relationships... 

    Berkowitz Pollack Brant Advisors + CPAs, LLP

    Boca Raton, FL
    3 days ago
  • Brown Brothers Harriman is seeking a Wealth Planner in New York to support the Senior Wealth Planner and collaborate with Relationship Management to provide integrated trust, estate, and tax guidance for our Private Banking clients. The role offers the opportunity to engage... 
    Part time
    Local area
    Remote work
    Flexible hours

    Brown Brothers Harriman

    New York, NY
    4 days ago
  • JPMorganChase is seeking an experienced individual to work in wealth management, focusing on tax and trust planning strategies. This role requires collaboration with leaders across divisions and a strong grasp of tax laws. Candidates should possess a relevant degree, with...

    JPMorganChase

    San Francisco, CA
    5 days ago
  • A leading financial services firm in Denver seeks an Executive Director, Wealth Planner. This role involves developing content on wealth management and providing customized advice to clients across various financial situations. Candidates should possess a deep understanding... 

    JPMorgan Chase & Co.

    Denver, CO
    4 days ago
  •  ...leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Sr. Trust & Estate Strategist . Position Overview The Senior Trust & Estate Strategist will provide expert guidance in complex estate planning, wealth... 

    OnePoint BFG Wealth Partners

    New York, NY
    4 days 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
    4 days ago
  •  ...associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The Associate Estate Planner will be responsible for review of client estate plans. This position involves a fast-paced, high volume of client facing... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    Denver, CO
    4 days ago