937 vice president wealth planner jobs found

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 and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As a...

Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For Bachelor's Degree highly preferred CFP highly preferred Series 7, 63, 65, 66 and insurance licenses required prior to hire Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. Required: 3-5 years of financial planning experience, 5+ years preferred Proven track record of high client happiness and dedication (e.g. high NPS, retention,...

Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For Bachelor's Degree highly preferred CFP highly preferred Series 7, 63, 65, 66 and insurance licenses required prior to hire Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. Required: 3-5 years of financial planning experience, 5+ years preferred Proven track record of high client happiness and dedication (e.g. high NPS, retention,...

Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For Bachelor's Degree highly preferred CFP highly preferred Series 7, 63, 65, 66 and insurance licenses required prior to hire Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. Required: 3-5 years of financial planning experience, 5+ years preferred Proven track record of high client happiness and dedication (e.g. high NPS, retention,...

Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For Bachelor's Degree highly preferred CFP highly preferred Series 7, 63, 65, 66 and insurance licenses required prior to hire Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. Required: 3-5 years of financial planning experience, 5+ years preferred Proven track record of high client happiness and dedication (e.g. high NPS, retention,...

Job Description The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a J.P. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private Wealth Planner within J.P. Morgan Wealth Management, you will engage with clients and prospective clients who express interest in having a financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services. Your role will...

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The VP of Empower Advisory Group (EAG) Product Development is responsible for setting the long-term vision and product roadmap to develop the firm's advice product offerings in close collaboration with the SVP of Empower Advisory Group. This role oversees the development and continuous evolution of managed account solutions, ensuring...

Job Description: Job Description The Role The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the...

Job Description: Job Description The Role The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the...

Vice President & Senior Portfolio Manager - Diamond Capital Management Primary Duties and Responsibilities: Teammate manages a portfolio of investment accounts, meeting regularly with clients and prospects to cultivate positive relationships, deliver superior customer service, and attract new clients. Portfolio management includes analyzing and making recommendations for stocks, bonds, and outside money managers, and may include specific oversight and management in one or more of the following areas: municipal bond investment process, taxable fixed income investment process, mutual fund investment process, and equity investment process. The teammate provides the highest quality of service to every customer. Essential Functions: Conduct meetings with clients and prospects, facilitate risk assessments and discuss individual financial goals to ensure that proposals address investment priorities Cultivate and maintain positive relationships with clients through regular,...

Job Overview The Vice President of Business Development is responsible for increasing sales rates in all fiber and wireless areas, reporting each week on the progress of adds, ideas to increase revenue, and research gathering of other providers with suggestions to win more subs. This role will work closely with the VP of Sales and Marketing to make goals and set plans for execution in achieving those goals with sales and marketing teams. Company Overview We are a rapidly growing, Texas-based Internet Service Provider (ISP) delivering High Speed Internet and Voice Services throughout 8 states to residential, business, commercial/enterprise & K-12 Education and government customers. We believe there is much more to an internet company than just delivering cost-effective internet solutions; we believe in delivering an overall customer experience that our competitors simply cannot match. Education and Experience 5+ years of relevant experience Bachelor's degree in...

About Reputation Reputation has changed the way companies improve their customer experience through feedback. Based in Silicon Valley and founded in 2013, Reputation is the only platform that empowers companies to fulfill their brand promise by measuring, managing, and scaling their reputation performance in real-time, everywhere. Functioning as a business' eyes and ears in the spaces where customers talk, post, review, and recommend, Reputation AI-powered product stack analyzes vast amounts of public and private feedback data to uncover predictive insights for companies to act on, and improve their online reputations. Visit reputation.com to learn more. Reputation continues to earn recognition as a trusted leader in both innovation and partnership. Most recently, the company was named an Inc. Power Partner , a distinction awarded to B2B organizations with a proven track record of helping clients thrive. Reputation was also officially Certified™ as a Great Place to Work ,...

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We...

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We...

We are hiring! at Supply Technologies, a subsidiary of ParkOhio(NASDAQ:PKOH), specializes in supplier selection and management, planning, implementing, managing the physical flow of product for world-class international manufacturing companies, and servicing customers in the various markets. Apply today and become part of a team on this journey within more than 100 industries; expertise in nearly every inventory management discipline; use of advanced and emerging technologies, and a singularly connected global infrastructure, only Supply Technologies has the intellectual and technological infrastructure to give you a program of process, resource and production efficiencies that improve your competitive position in the marketplace. Job Summary: Supply Technologies, LLC is seeking a dynamic and experienced North America Operations Vice President to oversee and lead all operational activities across the USA, Canada, and Mexico. This role is pivotal in ensuring the seamless...

About Us Kardigan is a heart health company working to make cardiovascular disease preventable, curable and no longer the leading cause of death in the world. It is Kardigan's mission to develop multiple targeted treatments in parallel that bring people with cardiovascular diseases to the cures they deserve. Led by Tassos Giannakakos, Jay Edelberg, M.D. and Bob McDowell, Ph.D., Kardigan's co-founders have reunited after leading MyoKardia to discover and develop mavacamten, the first cardiac myosin inhibitor, resulting in an acquisition by Bristol Myers Squibb in 2020. We have a cutting-edge discovery and translational research platform, a pipeline of late-stage candidates, and an industry-leading team that is driven to improve the lives of patients. At Kardigan, we are motivated by our values which guide how we work, interact, and achieve our goals. Driven by patients and their families , we are deeply committed to improving the lives of patients and prioritizing their...

WHO ARE WE? We are the Wellbeing Collective, a global business unit within Unilever built with a start-up mindset. Our mission, with our science-backed and disruptive portfolio, is to improve the health and wellbeing of millions of consumers and become a leading Health and Wellness organization. As part of the Wellbeing Collective, we have one customer facing account team across OLLY, ONNIT, SmartyPants and Welly. Each of these companies has a fantastic variety of benefit-led products, with strong innovation and growth potential. Being part of the Collective offers the opportunity to represent more brands, and provide one voice to our customers, while also developing best in class capabilities. This is a remarkable group of people who have come together to work across a number of the different operating companies. THE ROLE: VICE PRESIDENT OF SALES TRANSFORMATION Reporting to the Head of Unilever Wellbeing Collective Sales, the VP of Sales Transformation will serve as a key...

Job Details Job Location Temecula, CA Secondary Job Location(s) Kernersville, NC Salary Range $200000.00 - $275000.00 Salary Description Position Summary The Vice President, Technology & Innovation - Specialty Pharmacy is a forward-thinking executive responsible for leading the digital and systems strategy for Nufactor. This role plays a critical part in advancing how specialty therapies are delivered, with a strong emphasis on payer integration, manufacturer collaboration, and digital patient engagement. The VP is accountable for building a scalable and intelligent ecosystem of platforms and technologies that drive patient engagement, optimize reimbursement, enable clinical excellence, and power data-driven partnerships with payers and pharmaceutical manufacturers Key Responsibilities Strategic and Innovation Leadership Define and lead the long-term systems and digital innovation strategy that supports Nufactor growth, competitive positioning, and...

*This role requires a hybrid schedule and can either be based in our Fort Mill, SC Headquarters (Charlotte, NC Metro Area) or our NYC Office (Monday through Thursday) and work fully remotely on Friday each week. Based on our exciting business growth we are actively recruiting a Vice President of Business Development to join the MyMove team, which is focused on connecting the highly valuable audience of nearly 40 million moving consumers with our portfolio of products and services. What You'll Do: As the senior leader of the partnership team, this role is responsible for developing the go to market strategy and planning for the business to expand existing partnerships and generate new long-term relationships Grow the existing set of many multimillion-dollar agreements and launch new industry categories onto the advertising platform Collaborate with the product team to develop new opportunities for the marketplace. Will have the opportunity to influence both the...

Welcome to Warner Bros. Discovery... the stuff dreams are made of. Who We Are... When we say, "the stuff dreams are made of," we're not just referring to the world of wizards, dragons and superheroes, or even to the wonders of Planet Earth. Behind WBD's vast portfolio of iconic content and beloved brands, are the storytellers bringing our characters to life, the creators bringing them to your living rooms and the dreamers creating what's next... From brilliant creatives, to technology trailblazers, across the globe, WBD offers career defining opportunities, thoughtfully curated benefits, and the tools to explore and grow into your best selves. Here you are supported, here you are celebrated, here you can thrive. Your New Role We are CNN. The world's most essential and engaging source of digital news. We are in the midst of rapid transformation and need our next generation of innovators, makers, and dreamers who will lead and drive our growth. We aim to make the world a...