High Net Worth Estate Planning Specialist

Job DescriptionThis is a challenging role that requires expertise in tax, trust, and estate planning for high-net-worth individuals. The successful candidate will work closely with financial consultants and portfolio consultants to provide detailed advice on complex financial affairs.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

Job DescriptionThis is an exceptional opportunity for a skilled and experienced estate planning attorney to join our dynamic team at an AmLaw 200 firm.The ideal candidate will bring experience servicing high-net-worth clients and a tax background (CPA, LLM, etc.)Responsibilities:Draft, review, and modify a wide range of estate planning documents, including...

OverviewWe are an AmLaw200 firm dedicated to delivering exceptional legal services to our clients.SalaryThe estimated annual salary for this role is $225,000-$325,000.Job DescriptionWe seek a highly skilled and experienced estate planning attorney to join our dynamic team. This is an exceptional opportunity for an attorney who has a deep understanding and...

Seeking an experienced Estate Planning Attorney to join our team. The ideal candidate will have a deep understanding of estate planning, trust administration, and probate law.Job OverviewWe are an AmLaw 200 firm dedicated to providing top-notch legal services to high-net-worth clients. Our team is comprised of experienced professionals who share a passion...

Job OverviewEdgar Law Group, LLP is seeking an experienced Estate Planning Tax Attorney to join our team. As a key member of our Legal and Tax Teams, you will work closely with senior partners and paralegals to provide exceptional advisory services to high-net-worth individuals.Compensation Package$100-$200 hourlyResponsibilities:Create complex estate plans,...

Join Our Team as a Luxury Client StrategistTiffany & Co. is seeking a skilled Luxury Client Strategist to lead our efforts in acquiring, engaging, retaining, and growing High Net Worth clients in San Francisco.This is an exciting opportunity to leverage your expertise in the luxury industry to drive business growth and represent the Tiffany brand with...

**Job Summary**We are seeking a highly skilled and experienced High Net Worth Insurance Specialist to join our team at Jobot. As a key member of our Personal Lines division, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles,...

OverviewThis position partners with Wealth Management associates to manage high net worth clients. The primary investment relationship manager assists in client retention and relationship expansion, serving as a liaison between the Capital Management Group (CMG) and clients.The role informs clients on investment policy development, asset allocation,...

About UsFirst Citizens Bank is a leading financial institution committed to delivering exceptional service and tailored solutions for our clients.Job SummaryWe are seeking a seasoned Senior Portfolio Strategist to join our team, responsible for managing high net worth client relationships and providing expert investment guidance. This role involves working...

Salary: $140,000 - $240,000">Pay Type: SalariedBMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.The role requires a seasoned professional with 7+ years of experience in wealth management, dealing with high...

Baker Tilly Advisory Group, LP is a leading advisory firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. We are dedicated to delivering exceptional client service and providing our clients with the expertise they need to manage their wealth...

About the RoleAt HSBC, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Planner, you'll play a key role in providing expert advice and guidance to high and ultra-high net worth individuals and families.Key ResponsibilitiesClient Relationship Building: Develop strong relationships with clients and their families,...

About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. This individual will partner with Wealth associates to manage high net worth clients, providing exceptional investment expertise and portfolio management services.Key Responsibilities- Develop and implement customized investment strategies for...

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. We're seeking a seasoned Advisor to High Net Worth Individuals to join our team and help us build a better personal finance experience.As a Senior Financial Advisor, you'll have maximum autonomy to...

Career Overview">CIBC is building a relationship-oriented bank for the modern world. We are seeking talented, passionate professionals who are dedicated to delivering exceptional client experiences.The Senior Client Service Associate executes complex transactions supporting high net worth client portfolios, researching client inquiries and issues to...

Job DescriptionWe are seeking a seasoned attorney with experience in high-net-worth family law to join our team at The Zhou Law Group.About the Job:This is a full-time position working Monday to Friday, 9:00 am to 5:30 pm. Our office is located at 1625 The Alameda #626, San Jose, CA 95126, and we also offer hybrid work options.About the Role:Clients are...

Job Title: Trust and Estate Tax SpecialistA competitive salary for this role is estimated at $95,000 to $110,000 annually, depending on experience.OverviewWe are a boutique CPA firm specializing in working with privately held businesses, family offices, and high-net-worth individuals. Our client is seeking an experienced Trust and Estate Tax Manager to join...

Hutchinson & Bloodgood LLP is seeking a Tax Specialist - Estate and Trust to support our firm's high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes.">This role will involve assisting in projects as required by Managers, Directors, and Partners, meeting client needs and concerns, promoting teamwork,...

Company OverviewKeller Williams San Diego North Inland is a renowned real estate company that specializes in luxury properties, working with elite athletes, entertainers, and high-net-worth clients.Salary: $60,000 - $80,000 per year, depending on experience and performance.Job Description:We are seeking a highly motivated and skilled Sports and Luxury Real...

Job SummarySolan Park & Robello, a full-service probate and estate planning firm in San Francisco's Financial District, seeks an experienced Paralegal to join their team. As an Estate Planning and Litigation Specialist, you will play a vital role in assisting attorneys with client communications, document preparation, and case management.About the FirmSolan...