177 Results for

Estate Planner Jobs in the United States

Jobs

New!

Westborough, MA3 days ago

$120,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

New!

New York City, NY5 days ago

$150,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting.

New!

New York, NY5 days ago

$160,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Design individualized tax strategies across retirement planning, charitable giving, education funding, equity compensation, AMT exposure, real?estate investments, multistate issues, international considerations, and estate?related topics.

New!

New York, NY5 days ago

$150,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Detroit, MI3 days ago

$160,000–$240,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

New!

Corning, NY5 days ago

The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.

New!

Phoenix, AZToday

Job Requirements:Constructs, builds, repairs, and inspects Hybrid Fiber Coax (HFC) networks to provide voice, video, and data to residential and commercial customers. Lays conduit and install joint trenches for underground cable while coordinating with other utilities.

New!

Champaign, IL1 day ago

$85,000–$95,000 Per Year

This includes communicating with attorneys, advisors, executors, trustees, and plan administrators on matters associated with the administration and settlement of estate distributions; reviewing estate settlement documents and approving for UIF/University signature; implementing a system for tracking estates in the settlement process; and communicating with benefitting University units regarding their estate gifts in the settlement process to ensure strong stewardship of funds received. · Collaborates with UIF accounting staff working on life income gifts, irrevocable trusts held by others, and beneficial interest trusts to make certain UIF administers such gifts in compliance with laws, regulations, and industry best practices, while serving the needs of benefitting units, donors, and income beneficiaries.

Seattle, WA23 days ago

Full-time
Employee

child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

Pasco, WA30+ days ago

Full-time
Employee

Key activities for this position include screening EAM work orders, auditing equipment to document work requirements and quality, estimate labor hours, materials, tools and equipment for all assigned work orders to support a proactive, reliability-centered maintenance (RCM) program. What this job involves: The RME Planner will be a member of the Reliability Maintenance and Engineering team and will work with network the Enterprise Asset Management (EAM) team as well as the Reliability Manager to maximize material handling equipment uptime for Operations associates.

Bothell, WA8 days ago

Full-time
Employee

Works in close coordination with other PSE disciplines that support utility siting and construction projects, including Municipal Liaison Managers, Government Relations, Real Estate, Communications, Project Management, Vegetation Management and Legal. Responsible for acquiring necessary permits from various local, state and federal agencies to construct high profile and complex utility infrastructure projects in support of PSE's capital project plan and utility system improvements.

Bellevue, WA30+ days ago

Full-time
Employee

Validate move requirements for restacks (from Occupancy Planners) and smaller moves (via ticketing), ensuring complete scope details (headcount/seating, storage, specialty configurations, sequencing inputs) and resolving gaps prior to scheduling. We are seeking a MAC Specialist to support workplace moves, adds, and changes by validating move requirements, performing on-site space checks, and maintaining accurate space and move data in the Integrated Workplace Management System (IWMS).

Reno, NV7 days ago

Full-time

Technical Coordination: Leads the request for proposal (RFP)/bid process, manages project timelines with external professionals for the delivery of construction drawings and permit application packages, and identifies value engineering opportunities to optimize costs. In addition to the unique opportunity to participate and contribute to our global community and culture within a creative, fun, and inspiring work environment, we’re also thrilled to provide the following: Compensation: Individual compensation decisions are dependent on a variety of factors, including prior experience and geographical location.

New York, NY7 days ago

$121,792.21–$149,616.59

Participate in the development of feasibility studies, and other studies and reports intended for Senior and other Managers, physicians, other departments and affiliates, clinical leadership, Board members and outside agencies, by analyzing, summarizing and presenting findings, through use of reports, planning documents and presentations. has ranked NYU Langone the No. 1 comprehensive academic medical center in the country for three years in a row, and U.S. News & World Report recently placed nine of its clinical specialties among the top five in the nation.

Phoenix West, AZ28 days ago

The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. 2721 N Central Ave, Phoenix, Arizona 85004 United States of AmericaTo ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and without the use of artificial intelligence tools (including AI-generated responses, prompts, or real-time assistance).

Manhattan, NY30+ days ago

Full-time

Build, maintain, and continuously update the Master project schedule for all construction projects including stores (new locations; temporary stores; minor & major renovation works), remote support spaces, offices etc. The freedom to create, the constant search for beautiful materials, the transmission of a savoir-faire of excellence and the aesthetic of functionality define the singularity of Hermès, a house dedicated to making highly-crafted, beautiful objects made to stand the test of time.

New!

New York, NY6 days ago

$121,792.21–$149,616.59 Per Year

Clyde Hill, WA23 days ago

Full-time
Employee

Coordinate Certificate of Insurance (COI) administrative support including requesting and collecting COI documentation from vendors, submitting and tracking COIs through designated compliance platforms, maintaining organized records, and notifying stakeholders of missing, expired, or incomplete COIs. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.

Bellevue, WA27 days ago

Full-time
Employee

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educators. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

New!

Ridgeland, Mississippi6 days ago

The purpose of this position is to prepare and present financial plans and financial planning services (i.e. Advice) to high net worth and ultra-high net worth clients and prospective clients, while acting in a fiduciary capacity at all times. Expert level knowledge and experience in all areas of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth.

Los Angeles, California10 days ago

$75,000–$175,000 Per Year

Position: A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London.

New Hyde Park, New York30+ days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

Kutztown, PA30+ days ago

The Venue Planner needs to balance a wide variety of tasks, is quick on their feet, resourceful, and has a thirst to learn as much as possible about our company, clients, and day-to-day workload. Maintain a positive work atmosphere by acting and communicating in a manner that enables effective and positive communication with guests, vendors, co-workers, and management.

Boca Raton, Florida30+ days ago

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

Westlake Village, CA30+ days ago

$70,000–$90,000

The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

Westlake Village, CA30+ days ago

$70,000–$90,000

North Reading, MA30+ days ago

About the Role: As a CBRE Occupancy Planner, you will provide space planning, data mining, reporting, and interpretation of space planning metrics for a small to medium-sized client's needs. CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance.

Arlington, VA30+ days ago

This strategic role requires you to analyze client portfolios and identify opportunities to optimize space for all organizations within existing and committed portfolios while developing city and site-specific occupancy strategies with GREF Leadership and Portfolio Strategy teams. By joining our collaborative team, you'll contribute directly to JLL's mission of delivering transformative real estate solutions while leading a small team of occupancy planners and managing multiple complex projects simultaneously in a dynamic environment that values innovation and strategic thinking.

Brooklyn, NY24 days ago

$85,000–$105,000

We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. We raised an investment round and are partnering with YourStake, the leading software company in the values-aligned wealthtech space, to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.

Medford, Massachusetts15 days ago

Overview: The Operations Division at Tufts includes facilities, design and construction, campus and capital renewal planning, real estate, campus safety, dining, auxiliary services, and other related services on multiple campuses across 5.8 million square feet in 250 buildings. What You'll Do: Reporting to the Senior Facilities Planner, the Facilities Maintenance Planner HVAC is responsible for the development of maintenance plans, maintenance schedules, coordination with facilities managers and staff, and the execution of full preventive/predictive maintenance programs.

Los Angeles, CA30+ days ago

$56–$72 Per Hour

The Land Use Planner will work with the firm’s land use attorneys, planners, and other staff representing the firm’s clients (developers, builders, property owners, investors, contractors, non-profits and public agencies) and guide them and their projects through the entitlement and regulatory process. Sheppard, Mullin, Richter & Hampton LLP, an Am Law 100 firm, is seeking a Senior Land Use Planner to join its Real Estate, Land Use, and Environmental Practice Group in the Downtown Los Angeles or Orange County office.

Kanab, Utah30+ days ago

Remote

BLM ESP Enrollees benefit from the opportunity to keep technical skills current; to access new training opportunities; to engage in gainful project-based positions; and to undertake meaningful tasks using their experience and talent to contribute to the environment, the national economy, and their own financial security. Minimum of 15 year(s) of experience in NEPA planning OR HS/GED Degree with minimum additional experience of 15 year(s) in Experience in NEPA plannings and interdisciplinary team work OR Previously completed training in Planning/NEPA.

Austin, TX30+ days ago

Monitor and review workload and develop plan foridentifyingand meeting specific timelines and project deliverables; manage and conduct regular meetings with internal team and client stakeholders tomaintainschedules and timelines for completion of phases of work . Work with the dedicated CW team to collaborate and obtain scope on lab space requests within assigned area and group alignment to maximize space efficiencies, while implementing solutions in line with Business andClient .

Mountain View, CA30+ days ago

Corporate Real Estate to review and resolve planning forecast requirements, concerns and issues; Business Unit leadership to collect headcount forecasts and resolve headcount forecast discrepancies between leadership's numbers and those collected at the group level; Corporate Finance group to gather top-down headcount and growth projections; Project management to review planning strategies that drive construction projects and support implementation of these projects; Move coordination and facility management teams to review moves, develop migration plans and conduct facility audits; Other members of the occupancy planning team to ensure cross campus/portfolio strategy plans are developed. You’ll be charged with assembling, updating and reporting the top-down and bottoms-up seat count projections collected at the group-level for an annual planning horizon and work with the client to reconcile discrepancies from top-down projections, as well as track and report actual seat demand at the group level.

Palo Alto, CA30+ days ago

$133,000–$210,000 Per Year

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. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across JPMWM in order to identify issues and opportunities to engage with clients.

Tukwila, WA22 days ago

Education/Experience Requirements** + Bachelor's degree in a related field strongly preferred + 2+ years of experience in the financial services industry with an emphasis on financial, retirement and estate planning ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses & Certifications** + SIE, Series 7, Series 63, 65 and/or 66 as required by state + Certified Financial Planner OR Chartered Financial Consultant **Additional Information:** + This position is hybrid in Tukwila, WA _Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. + Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.

BOSTON, MA30+ days ago

$86,000–$114,700

As a key team member within Planning, Design and Construction (PDC), this position will serve the full range of Boston University's real estate portfolio which includes nearly 15 million square feet and over 140 acres of land. This position will work closely with academic and auxiliary partners for short- and long-term planning to enable emerging research directions, changes in educational delivery, and enhancements to student life and learning.

Charleston, SC30+ days ago

Full-time

The Planner facilitates the submission of various planning and permitting applications, provides regular updates and reports to clients and/or project manager, and liaises with municipalities and private or government agencies so that projects are completed on time and within scope. Support, coordinate, and conduct municipal delegations (to Councils, Boards, Committees, etc.) and facilitate public open houses, information sessions, and written forms of consultation with communities according to various processes related to project proposals.

Chicago, IL30+ days ago

Responsibilities Ensures accurate reporting of information, and foster critical relationships between various individuals and organizations, communication channels will exist with: Move Coordination team to review and approve moves, develop migration plan and conduct facility audits. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran's status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other pr tected characteristic in accordance with applicable law.

Irvine, CA30+ days ago

Preferred GMP biopharmaceutical industry experience in a role related to plant equipment, utilities, and systems, of which minimum 2+ years’ experience providing support within Facilities department. CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance.

Fresno, TX30+ days ago

Key activities for this position include screening EAM work orders, auditing equipment to document work requirements and quality, estimate labor hours, materials, tools and equipment for all assigned work orders to support a proactive, reliability-centered maintenance (RCM) program. The RME Planner will be a member of the Reliability Maintenance and Engineering team and will work with network the Enterprise Asset Management (EAM) team as well as the Reliability Manager to maximize material handling equipment uptime for Operations associates.

Kansas City, MO30+ days ago

CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. We’re looking for a skilled and forward-thinking Maintenance Planner to join our growing team as we work to service one of the world’s largest online retailers.

Mountain View, CA30+ days ago

The strategic planners will coordinate with Business Partners (BP’s), Real Estate and Workplace Services (REWS), Strategic Portfolio Planning (SPP), Workplace Services Managers (WSMs), Occupancy Planning teams and other clients/vendor partners to provide supply/demand scenarios. Provide occupancy planning and coaching support for new team members as needed, covering programming, planning analysis and solution development (space plans, occupancy master plans, furniture/equipment lab layouts, test fits and block plans).

Sanford, NC30+ days ago

$29–$31 Per Hour

The position involves managing multiple maintenance activities simultaneously while collaborating with diverse teams including subcontractors, technicians, and management to ensure successful outcomes and database integrity. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

Los Angeles, CA30+ days ago

$95,000–$160,000 Per Year

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Washington, DC30+ days ago

CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance. Our collaborative environment is built on our shared values — respect, integrity, service, and excellence — and we value the varied perspectives, backgrounds, and skills of our people.

Redmond, WA29 days ago

Planner, you will provide space planning, data mining, reporting, and interpretation of space planning metrics for large and high-profile clients' needs. + Conduct evaluation and review of work area affected by move planning to ensure that current location(s) and office availability at destination location(s) is reflected accurately.

Roseville, CA30+ days ago

Remote

Full-time

Loan Officer, Mortgage Loan Officer, Mortgage Lending, Remote Opportunity, Loan Origination, Customer Service, Financial Analysis, Credit Analysis, Mortgage Products, Compliance, Pipeline Management, Relationship Management, Real Estate, Networking, Loan Processing, Documentation, Financial Services, Sales, Commission, Remote Work. At Partners Mortgage, we believe loan officers should be treated like true partners — not numbers on a spreadsheet.

Chicago, IL30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Dothan, AL30+ days ago

You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position.

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Estate Planner Jobs in the United States

Jobs

Financial Planner (Series 7/63/65/66)Jobot

Tax PlannerVaco LLC

Senior Tax PlannerVaco LLC

Sr. Tax PlannerVaco LLC

Senior Tax Manager (Trust and Estates)Jobot

Certified Financial PlannerPEAK Technical Staffing

Construction Planner ITPI Global Solutions

Director of Estate Administration, Gift Planning OperationsUniversity of Illinois Foundation

Occupancy PlannerJLL

RME PlannerJLL

Senior Municipal Land PlannerPuget Sound Energy, Inc

Real Estate Move/Add/Change SpecialistT-Mobile USA, Inc

Associate Real Estate PlannerBurning Man

Senior Space Planner - Real Estate Development and FacilitiesNYU Langone Health

Architectural Planner - AMERCO Real Estate CompanyU-Haul

Senior Manager - Real Estate Construction PlannerHermes

Senior Space Planner - Real Estate Development and FacilitiesNYU Langone Medical Center

Events CoordinatorJLL

Financial Advisor -R26_0028Ameriprise Financial

Financial PlannerTrustmark Bank

Team Wealth PlannerRockefeller Capital Management

Associate Financial PlannerCAPTRUST

Venue PlannerFolino Estate

Senior Wealth PlannerRockefeller Capital Management

Wealth Management Financial PlannerOne Capital Management, LLC

Wealth Management PlannerOne Capital Management, LLC

Occupancy Planner-On-Site Monday through FridayCBRE

Strategic Occupancy PlannerJones Lang LaSalle Incorporated

Senior Financial Planner, Advisor ServicesYourStake

Facilities Maintenance Planner HVACTufts University

Land Use Planner I (Los Angeles)Sheppard Mullin Richter & Hampton LLP

Project Manager-Senior PlannerNational Experienced Workforce Solutions

Technical Space PlannerJones Lang LaSalle Incorporated

Occupancy PlannerJones Lang LaSalle Incorporated

J.P. Morgan Wealth Management, Vice President, Wealth PlannerJPMorgan Chase

Senior Associate Financial PlannerRaymond James Financial, Inc.

SENIOR PLANNER, Campus PlanningBoston University

Land Use PlannerCanacre

Associate Occupancy PlannerJones Lang LaSalle

Maintenance Planner & Scheduler onsite in Irvine, CACBRE

RME PlannerJones Lang LaSalle Incorporated

Maintenance PlannerCBRE

Strategic Labs PlannerJones Lang LaSalle Incorporated

Maintenance Planner/SchedulerJones Lang LaSalle Incorporated

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning SpecialistJPMorgan Chase

Sr Meeting & Events Planner- Hotel/ Hospitality experience preferredCBRE

Sr. Occupancy Planner (Onsite - Redmond)CBRE

Mortgage Loan PlannerPartners Mortgage

J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerJPMorgan Chase Bank, N.A.

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