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
Seattle, WA7 days ago- ...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
McLean, VA1 day ago - ...confidence. In this position, the assistant supports clients through estate planning and long‑term care planning, providing high‑quality... ...as needed. ~ Attend appointments with the Long-term care planner and/or attorneys and interact with clients and referral sources...SuggestedWork experience placementWork at office
Steinbacher Goodall & Yurchak
Wysox, PA6 hours 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
- ## 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, MA3 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
- ...Senior Associate to join their Family Wealth Division in New York, New York. The role involves providing advanced legal research, estate plan analysis, and strategic wealth planning support while collaborating with senior advisors to serve high-net-worth clients. The...Suggested
- ...PWM Wealth Planner The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth... ...planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing...SuggestedTemporary workWork experience placement
- WealthBridge Financial Group is seeking an Estate & Wealth Planning Advisor to engage clients and provide tailored financial advice. This role involves understanding client objectives and leveraging financial expertise to deliver investment opportunities, retirement planning...Suggested
- 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
$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$21 per hour
...Job Description Job Description 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...SuggestedHourly payFull timeWork at officeLocal areaAfternoon shiftSechler Law Firm
Warrendale, PA2 hours agonew- ...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
- ...AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different... ...an interest in fintech, we want to hear from you. As a Tax Planner, you will be responsible for providing expert tax planning and...SuggestedWork at officeRelocationMonday to Friday
- ...Summary The Event Services Manager at The Estate Yountville ensures outstanding, memorable events by leading the Events Department with... ...to deliver seamless, elevated experiences for meeting planners and guests. Location: Yountville, CA. Core Responsibilities Oversee...SuggestedFull timeTemporary workSeasonal workWork at office
Estate Yountville
Yountville, CA1 day 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...Casual workSeasonal workWork at officeWeekend workAfternoon shift
State of Delaware
New York, NY4 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....Full time
Knotting Hill Place
Little Elm, TX2 days 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...Full timeTemporary workWork at officeImmediate startFlexible hoursShift work- PNC Financial Services Group, Inc. is seeking a Senior Estate Settlement Advisor for their office in Millburn, NJ. This role is critical for engaging in fiduciary decision-making and providing estate administration services for complex estates. The ideal candidate will...Work at office
- 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...
$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...$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...Work at office- 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 jobFlexible hours
- 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
- ...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...
- 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...
- ...elevate advisor impact. Job Description Position Summary The Estate Planning Strategist will serve as a key member of the Financial... ...Estate Planning Strategist will partner closely with advisors and planners to design and implement sophisticated planning strategies,...Work at office
$124.28k - $186.16k
TD Bank in Boston is seeking a Wealth Strategist to provide high net worth estate and business planning services. This role involves developing financial plans and collaborating with the Wealth team to deliver exceptional client service. The ideal candidate will have extensive...- OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating...
- Stifel, based in St. Louis, is looking for a Wealth Strategist I to provide estate and tax planning support to Financial Advisors. This role involves analyzing clients' financial situations, delivering consultations, and developing educational materials. Candidates should...
