Average salary: $75,000 /yearly
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- ...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...SuggestedWork at officeLocal areaRelocationMonday to Friday
RANGE
New York, NY2 days ago $120k - $180k
...00 independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement...SuggestedPermanent employmentWork from homeFlexible hours- ...Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary advisor, team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors and oversee outcomes for the most complex clients,...Suggested
Mercer Advisors
Newport Beach, CA3 days ago $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...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours$165.6k - $296.4k
...MicrosoftOverviewSecurity represents the most critical priorities for our customers in a world awash in digital threats, regulatory scrutiny, and estate complexity. Microsoft Security aspires to make the world a safer place for all. We want to reshape security and empower every user,...SuggestedOngoing contractLocal area3 days per week- Estate Planning Strategist, Vice PresidentResponsibilities 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 and income...SuggestedTemporary work
- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Jobot
Phoenix, AZ4 days ago - ...Job Title 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...SuggestedWork experience placementWork at office
SunTrust Investment Services, Inc.
Winston Salem, NC2 days ago - ...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, NY2 days ago $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...SuggestedTemporary workWork at officeNewEdge Wealth
New York, NY3 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...SuggestedTemporary workWork at officeLocal areaWork from homeFlexible hours
TD Bank
Boston, MA4 days ago - Edward Jones Generations team seeks a Senior Planner to coordinate wealth management with financial advisors and home office experts. You will craft holistic financial plans, including tax and estate guidance, for high net worth clients, while guiding strategy and collaboration...SuggestedHome office
- ...also recognized as a Barron's Top 40 RIA in 2024. The Wealth Planner plays a crucial role on our Wealth Planning Team, working closely... ..., the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning...SuggestedFull timeContract workTemporary workPart timeFor contractorsWork experience placementFor subcontractorInternshipWork at officeFlexible hours
$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,...SuggestedTemporary workWork experience placement- A leading financial services firm in Dallas is seeking a client professional to join its financial planning advisory team. This role involves executing tax planning, cash flow analysis, and coordinating philanthropic giving for high-net-worth clients. The ideal candidate...Suggested
- ...was also recognized as a Barron's Top 40 RIA in 2024. The Wealth Planner plays a crucial role on our Wealth Planning Team, working... ...Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial...Temporary workWork experience placementWork at office
- Allworth Financial seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients and families. The role requires deep estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating with...
- ...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...
- 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...
- PNC Financial Services Group, Inc. is seeking a Senior Wealth Strategist in Boston, MA to develop and implement tax, estate and financial plans for high‑net‑worth clients. You will collaborate with planning resources, retain and expand client relationships, and identify...
- Allworth Financial is seeking a Senior Wealth Planner to deliver sophisticated planning for high-net-worth clients, focusing on estate planning, tax strategies, and multigenerational wealth management. You will collaborate with Advisors and the Private Wealth team to craft...
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for... ...funds) will also be a plus.As an Executive Director, Advanced Planner within J.P. Morgan Wealth Management, you will need a deep understanding...Work at officeLocal area
$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 payFull timeLocal areaFlexible hoursShift workInwood Estates Winery & Bistro
Fredericksburg, TX17 hours ago$45k - $65k
...Job Description Job Description About Four Corners Legacy Law: Four Corners Legacy Law is a boutique, relationship-driven estate planning firm dedicated to delivering high-touch, meaningful client experiences that truly impact families and their futures. We combine...Hourly payFull timeWork at officeLocal areaImmediate startMonday to FridayFour Corners Legacy Law
Albany, NY28 days ago- ..., 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 timePart timeNight shiftWeekend work
Landmark Hospitality
Jersey City, NJ2 days ago $21 per hour
...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 events, community outreach efforts...Hourly paySechler Law Firm, LLC
Warrendale, PA4 days ago$700 - $1,200 per month
...Jeffrey A. Miller Hospitality Group (JAM) is seeking a part‑time Event Designer for our Bellevue Hall & Cauffiel Estate venues in Wilmington, DE. The role requires on‑site presence for events and client visits, with many behind‑the‑scenes duties completed remotely. Responsibilities...Hourly payPart timeWork at officeImmediate startRemote workShift workWeekend workAfternoon shiftWeekday workJEFFREY MILLER HOSPITALITY
Wilmington, DE3 days ago$90k - $110k
...investment management, business systems advisory, tax strategy, estate planning, and insurance synchronization under a unified... ...compliance laboratory. Partnering directly beside distributed financial planners, wealth advisors, and portfolio managers, you will serve as the...Permanent employmentFull timeContract workWork at officeLocal areaRemote workHome officeShift workMercer Advisors
Remotea month ago- ...Walters Wedding Estates is seeking an enthusiastic Event Coordinator in Conroe, TX to join our team. You will attend detail meetings, lead rehearsals, and oversee ceremony processes to ensure a flawless event flow. Strong communication and meticulous organization are essential...Part timeWeekend workAfternoon shift
Downtown Boulder Partnership
Conroe, TX3 days ago - ...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...Work at office
