Senior Wealth Strategist
5 days ago
ECG Resources, Inc. is seeking a seasoned Senior Wealth Strategist to provide expert counsel to high net worth individuals and families.
The ideal candidate will possess extensive knowledge of advanced trust planning, fiduciary services, and strategic wealth planning to drive business growth.
- Develop and maintain strong relationships with clients, serving as a trusted advisor and providing sophisticated estate planning solutions.
- Expertise in tax strategy and complex trust structures is essential for success in this role.
- Collaborate with founders to identify new business opportunities and foster relationships with high net worth individuals and families.
- Proven track record of cultivating relationships and providing exceptional client service is required.
- Strong technical expertise and excellent client-facing skills are necessary for success in this role.
- Lead a team of professionals, cultivating a culture of professionalism, trust, and client-centered service.
- Minimum 5 years of experience and a CPA or JD degree are required.
- Competitive salary, performance-based bonuses, and equity are offered.
The role is based in West Palm Beach, Florida, and relocation is encouraged.
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Senior Wealth Planning Strategist
15 hours ago
Reston, Virginia, United States Cornerstone Advisors - Ensure You'll Endure™ Full timeSenior Wealth Planning StrategistAs a key member of our team at Cornerstone Advisors - Ensure You'll Endure™, you will play a vital role in helping our clients achieve their financial goals. Your expertise in wealth planning will be instrumental in developing and implementing comprehensive plans that address their unique needs and circumstances.Key...
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Financial Success Strategist
6 days ago
Reston, Virginia, United States Wealth Strategies Full timeAbout Wealth Strategies: At Wealth Strategies, we redefine financial success by focusing on helping our clients achieve long-term financial stability. Our comprehensive financial planning firm is committed to guiding individuals, families, and businesses toward sustainable financial futures. Integrity, client-centered service, and innovative solutions are...
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Senior Agency Strategist
7 days ago
Reston, Virginia, United States Broster Buchanan Full timeSenior Strategist RoleThis is a new opportunity for a talented Senior Strategist to join our team at Broster Buchanan in New York. As a key member of our creative team, you will work closely with clients to develop effective strategic plans and drive business growth.Key Responsibilities:Developing and implementing strategic plans to meet client...
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Holistic Wealth Strategist
7 days ago
Reston, Virginia, United States Equitable Advisors Full timeUnlock Your Potential as a Holistic Wealth Management AssociateAt Equitable Advisors, we're committed to empowering individuals to make informed financial decisions that align with their values and goals. As a Holistic Wealth Management Associate, you'll play a vital role in helping clients achieve financial stability and success.Our ApproachWe take a...
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Senior Wealth Manager
7 days ago
Reston, Virginia, United States Hopwood Financial Services, Inc. Full timeSenior Wealth AdvisorFirm's Purpose: To make a meaningful difference in people's lives.As a Senior Wealth Advisor, you will be responsible for managing high-value client relationships, formulating and implementing advice, and developing new business. You will work with technical specialists to develop recommendations and support staff to ensure client advice...
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Senior Wealth Management Advisor
7 days ago
Reston, Virginia, United States The Essence Group Full timeThe Essence Group is seeking a seasoned wealth management professional to join our team. As a Senior Wealth Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth clients, sourcing new clients, and developing personalized wealth management strategies.Key Responsibilities:Conduct thorough financial analyses and...
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Senior Collection Strategist
4 weeks ago
Reston, Virginia, United States SAIC Full timeAbout the RoleSAIC is seeking a highly skilled and experienced Senior Collection Strategist to join our team. As a key member of our Advanced Research, Collection, and Technical Intelligence Craft (ARCTIC) Program, you will provide technical expertise to support a variety of tasks, including collection strategy management, report writing, and training...
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Financial Strategist
15 hours ago
Reston, Virginia, United States Built For Life Financial Agency Full timeAbout UsBuilt For Life Financial Agency is a company that values FAITH, FAMILY, FITNESS, and FINANCE. Our mission is to provide fair policies, reliable advice, and a sense of security to help families thrive and individuals achieve their financial goals.Role OverviewWe are seeking a Financial Strategist-Life Insurance and Annuities to join our team. As a key...
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Compensation Strategist
4 weeks ago
Reston, Virginia, United States Houston ISD Full timeJob SummaryThe Compensation Strategist will support the development and implementation of the Houston Independent School District's compensation strategy. This role will analyze job data and develop competitive salary ranges and steps. The successful candidate will also oversee the administration of employee pay, ensuring compliance with applicable laws and...
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Senior Wealth Management Attorney
5 days ago
Reston, Virginia, United States Leah Yosef International Full timeWealth Management and Legal ExpertiseLeah Yosef InternationalPalm Beach County, FLOverviewLeah Yosef International, a leading national wealth management firm, seeks a highly skilled Wealth Advisor and Attorney to join its team in Palm Beach Gardens. This is an exceptional opportunity for a motivated professional to grow with the company and contribute to its...
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Operations Support Strategist
3 days ago
Reston, Virginia, United States Maxar Technologies Full timeJob SummaryWe are seeking a highly skilled Operations Support Strategist to join our team at Maxar Technologies. As an Operations Support Strategist, you will play a critical role in supporting our customer's mission by providing strategic guidance and operational support.Key Responsibilities· Provide strategic guidance and support to our customer's...
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Operations Support Strategist
16 hours ago
Reston, Virginia, United States Maxar Technologies Full timeJob SummaryWe are seeking a highly skilled Operations Support Strategist to join our team at Maxar Technologies. As a key member of our organization, you will play a critical role in supporting our customer's mission within the intelligence community.About the RoleThe Operations Support Strategist will be responsible for coordinating and planning operations,...
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Internal Communications Strategist
3 weeks ago
Reston, Virginia, United States Sparks Group Full timeJob Summary:Sparks Group is seeking a highly skilled Internal Communications Strategist to join our team in Washington, DC. This new role will focus on developing and disseminating critical and engaging content for internal staff. This will be a hybrid role; in-office four days per week with one day remote.Key Responsibilities:Develop and execute a...
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Wealth Relationship Director
1 week ago
Reston, Virginia, United States Atlantic Union Bank Full timeJob SummaryThe Wealth Relationship Director is a senior-level position responsible for building and maintaining relationships with high net worth clients. This role requires a deep understanding of wealth management products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesSolicit new clients through prospecting...
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Lead Telecommunications Strategist
4 weeks ago
Reston, Virginia, United States General Dynamics Mission Systems Full timeEducational Qualifications: A bachelor's degree in a relevant specialized discipline or equivalent experience is mandatory, along with a minimum of 8 years of pertinent experience; a Department of Defense TS/SCI with Polygraph security clearance is required at the time of employment. General Dynamics Mission Systems is actively seeking a Telecommunications...
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Interim Total Rewards Strategist
3 weeks ago
Reston, Virginia, United States Bright Talent, Inc. Full timeJob SummaryBright Talent, Inc. is seeking an experienced Interim Total Rewards Strategist to oversee the total rewards function on an interim basis during a critical period for one of our clients. This role is essential for maintaining the smooth operation of day-to-day compensation and benefits administration, while also contributing to the development of...
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CRM Product Strategist
1 month ago
Reston, Virginia, United States Acumatica Full timeJob OverviewAcumatica is on a transformative journey, recognized as a frontrunner in cloud-based ERP (Enterprise Resource Planning) solutions with a global clientele. Our unique approach is designed to empower small and medium-sized enterprises to excel in the digital marketplace. Our tailored business management solutions are crafted to meet genuine market...
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Operations Support Strategist
4 days ago
Reston, Virginia, United States Maxar Technologies Full timeJob SummaryWe are seeking an experienced Operations Support Strategist to join our team at Maxar Technologies. As a key member of our operations team, you will play a critical role in supporting our customer's mission within the intelligence community.Key Responsibilities:Coordinate and plan operations to ensure seamless execution of mission-critical...
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Pre-Sale Marketing Strategist
2 weeks ago
Reston, Virginia, United States Footballco Full timeAbout the RoleWe are seeking a highly skilled Pre-Sale Marketing Strategist to join our team in New York. As a key member of our strategy team, you will play a crucial role in developing and executing innovative marketing campaigns that drive business growth and engagement.The successful candidate will have a strong understanding of digital and social...
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Vice President, Investment Strategy
4 weeks ago
Reston, Virginia, United States WORK180 USA Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President to join our Investment Team. As a key member of our team, you will be instrumental in shaping our investment strategies and have immediate exposure to top-tier external investment managers, internal investment expertise, senior management, and advisors and their clients.Key...