Senior Wealth Strategist

Job SummaryWe are seeking a highly skilled Wealth Strategist to join our team at JFS Wealth Advisors. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to high-net-worth clients on complex tax, trust, estate, and financial planning issues.Key ResponsibilitiesResearch and provide solutions to...

Job SummaryWe are seeking a highly skilled and experienced Wealth Strategist to join our team at JFS Wealth Advisors LLC. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on complex financial planning and tax-related issues.Key ResponsibilitiesResearch and provide solutions to client planning and...

Job Title: Senior Wealth StrategistOxford Financial Group, Ltd. is seeking a highly skilled Senior Wealth Strategist to join our team. As a key member of our Family Office Services team, you will be responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations,...

Senior Wealth StrategistOxford Financial Group, Ltd. is seeking a highly skilled Senior Wealth Strategist to join our Family Office Services team. This role is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning...

Unlock Your Potential as a Senior Wealth StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Strategist, you'll play a critical role in delivering personalized advice and tailored financial strategies to our clients. If you're passionate about financial planning, investment strategies, and...

Job OverviewSalary: The role of Wealth Planner within The Coury Firm's Private Wealth division entails providing comprehensive support to the Firm's Wealth Advisors in managing client relationships. This position is pivotal in coordinating and facilitating the delivery of wealth management and multi-family office services, acting as the primary internal...

Unlock Your Potential as a Senior Tax StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Tax Strategist on our High Net Worth team, you'll play a critical role in delivering exceptional tax planning services to our high net worth clients.Key Responsibilities:Partner with our home office and external...

Job Title: Client Service Associate, Private WealthThe Coury Firm is a leading multi-family office, asset management, and strategic business advisory firm serving ultra-high-net-worth individuals, families, and their business interests.Role OverviewThe Client Service Associate will be an integral part of our Private Wealth division, supporting and...

About the RoleWe are seeking a highly skilled Senior Estate Planning Strategist to join our Wealth Management Advice and Solutions (WMAS) division. As a key member of our High Net Worth team, you will partner with financial advisors and clients to deliver comprehensive wealth management and estate planning services.Key ResponsibilitiesDevelop and implement...

Job Title: Senior StrategistWe are seeking a highly skilled Senior Strategist to join our team at Paytronix. As a Senior Strategist, you will be responsible for developing and delivering plans for our restaurant clients, working closely with them to understand their specific needs and goals.Key Responsibilities:Onboard new clients and help them successfully...

About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals through personalized planning and...

About Wealth Enhancement GroupWealth Enhancement Group is a leading wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals through personalized planning and expert guidance.We...

About the RoleWe are seeking a highly skilled and experienced Vice President, Wealth Manager I to join our Wealth Management team in Pittsburgh, PA. As a key member of our team, you will be responsible for providing comprehensive wealth management advice to our clients, leveraging our Active Wealth framework to help them achieve their financial goals.Key...

COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...

COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...

COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...

COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...

COMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...

COMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...

COMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...