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
Bellevue, WA1 day ago - ...Job OverviewA law firm seeks an Estate and Succession Planning Associate in Lansing, MI. The role involves advising clients and drafting legal documents related to estate planning, estate and gift tax, and business succession planning, while supporting partner-level attorneys...Suggested
BCG Attorney Search
Lansing, MI1 day 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, NY3 days ago - Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced tax strategies, and multigenerational wealth stewardship, collaborating with Private Wealth Strategies...Suggested
$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...SuggestedHourly payPart timeNight shiftWeekend workAfternoon shiftWalters Hospitality
Aubrey, TX1 day ago$94k - $105k
...Range: $94,000.00 To $105,000.00 Annually Bring Event Magic to Life as Filoli’s Events Manager! Nestled in a breathtaking historic estate, Filoli is seeking an enthusiastic, dynamic Events Manager to lead our Facility Rentals Program and elevate our reputation as a premier...SuggestedFull timeSeasonal workAfternoon shiftFiloli Center
Woodside, CA3 days ago- ...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....SuggestedFull time
Knotting Hill Place
Little Elm, TX4 days ago $55k - $85k
Event Sales Manager Pay Rate : $55k - $85k per year * *Address - Marriott Chicago Northwest, 4800 Hoffman Blvd Hoffman Estates, IL 60192 * *Contact Person - Mr. Andy (260) 418 - 6423 * *Joining: Immediately !!! * *NOTE - The interview is in-person only. No...SuggestedFull timeImmediate startChicago Marriott Northwest
Remote18 hours ago$86.5k - $164.35k
...Financial Planning Strategist The Financial Planning Strategist delivers sophisticated financial and estate planning solutions for high-net-worth clients, typically with $5 million or more in assets under management. Leveraging deep technical expertise and a comprehensive...SuggestedFull timePart timeWork experience placementWork at office$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...SuggestedWork at officeNewEdge Capital Group LLC
New York, NY7 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
- 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...SuggestedFull timePart timeWork experience placementWork at officeShift workDay shift
- 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...Suggested
- ...management firm serving high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and tax situations and develops estate, income, gift, and charitable planning strategies in client-ready deliverables and meetings. This role partners with Advanced...Suggested
$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...SuggestedWork experience placementWork at officeLocal areaFlexible hours$24 - $26 per hour
...Banquet Captain Ponte Family Estate Winery opened in 2003 and is a California based company operating in the heart of the Temecula Wine Country. We have been farming our vineyards since 1984 and are a real working winery, growing and producing over 20 estate grown...Hourly payShift workNight shiftWeekend workWine Road Vintners
Temecula, CA3 days ago$24 per hour
...Job Description Job Description About our Company: Ponte Family Estate Winery opened in 2003 and is a California based company operating in the heart of the Temecula Wine Country. We have been farming our vineyards since 1984 and are a real working winery, growing...Hourly payContract workFlexible hoursNight shiftAfternoon shiftPonte Winery
Temecula, CA9 days ago- ...Job Description: Work Location Napa, CA Position Purpose Join our Black Stallion Estate Winery Experience team, located along the historic Silvarado Trail in the heart of Napa Valley. Under general supervision, the Trade Hospitality and Events Coordinator...Full timeShift workNight shift
Delicato Family Wines Delicato Family Wines
Napa, CA14 days ago - ...an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs. The role partners with advisors across investment management, credit...
- ...Job Description: Events Coordinator Far Niente Wine Estates | Napa Valley, CA At Far Niente Wine Estates, extraordinary wine is only part of the experience. The moments we create for our guests—from intimate private gatherings to memorable Wine Club and special...Full timeWork at office
Far Niente Wine Estates Far Niente Wine Estates
Oakville, CA11 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 is growing...Full timePart timeNight shiftWeekend work
By Landmark
Jersey City, NJmore than 2 months 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
$21 per hour
...internally called Coordinator of Resident Services) to serve one apartment community in Austin, TX, on IH-35 South near Bluff Springs Estates . Important Details: 8 hours/week at $21/hour Primarily afternoons, evenings, and weekends Plan and host 2-3 events/workshops...Part timeLocal areaWeekend workAfternoon shift$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 pay- ...Supporting estate planning strategists, the full-time remote Estate Planning Legal Assistant will manage client correspondence, assist with document maintenance, and perform general administrative tasks while prioritizing candidates located in the Pacific or Mountain...Full timeRemote work
Virtual Vocations Inc
United States2 days ago $90k - $130k
...financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver... ...include: Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions...Temporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hoursMercer Advisors
Atlanta, GA9 days ago- ...Job Description 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 with advisors...Work at officeLocal area
JPMorgan Chase & Co.
Houston, TX15 days ago $130k - $150k
...financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver... ...this role include: Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions...Temporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hoursMercer Advisors
Austin, TX7 days ago$1,150 - $1,220 per month
...This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Estate Planning and Trusts Legal Assistant based in United States . This is a remote opportunity to support a growing legal practice...Full timeRemote workWork from homeFlexible hoursjobgether
United States4 days ago- ...A Fort Lauderdale law firm is seeking an organized, detail-oriented Legal Assistant to join their growing Estate Planning and Trust Administration practice. Experience Level: Mid-level (3 years + preferred) Estate Planning Support Document Production: Draft and proofread...
Beacon Hill Staffing Group
Fort Lauderdale, FL1 day ago
