37 Results for

Estate Planner Jobs in Florida

Jobs

Pinecrest, FL

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.

30+ days ago

Miami, FL

Remote

$83,500–$111,300 / year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

30+ days ago

Pinecrest, FL

Series7 and 66 required upon hire or must successfully obtain within 90 days from start date Strong presentation skills in one-on-one and group meetings Strong working knowledge of Microsoft Office suite Excellent attention to detail with strong written and oral communication skills Strong team player with a predisposition to service Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.

30+ days ago

Santa Rosa Beach, FL

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.

30+ days ago

$75,000–$90,000 / year

To qualify for this opportunity you possess: Knowledge in Financial Planning and key concepts; Previous experience in Naviplan and Snap software is an asset; Proficient in Microsoft Office with a willingness and ability to learn new applications; Skill in client service, time management, and decision making; Excellent Organizational, multi-tasking, and prioritizing skills; Problem solver and exercises sound judgement; The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail; Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills; Work independently as well as collaboratively within a team environment; Assist others with flexibility and willingness as required; Exercise tact and discretion in the handling of confidential information; and. '','''','''','''',''Financial Planning'',''Financial Planning'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver, CA-ON-Ottawa-Ottawa, CA-AB-Calgary-Calgary'',''CA-BC-Vancouver-Vancouver, CA-ON-Ottawa-Ottawa, CA-AB-Calgary-Calgary'',''Branch'',''Branch'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''657682'',''657682'',''true'',''657682'',''false'',''Submission for the position: Financial Planner (Evergreen) - (Job Number: 2600392)'',''false'',''657682'',''false'',''true''.

17 days ago

Palm Beach, FL

$63,251.25–$121,200 / year

Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.

30+ days ago

Orlando, FL

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. 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.

28 days ago

Miami, FL

Deliver comprehensive, goals-based wealth plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and closely held entities within the U.S., including clients with complex domestic and cross-border considerations. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.

15 days ago

TALLAHASSEE, FL

Our Organization and Mission: Under the direction of Governor Ron DeSantis, Secretary Tom Berger and DMS' Executive Leadership Team, the Florida Department of Management Services (DMS) is a customer-oriented agency with a broad portfolio that includes the efficient use and management of real estate, procurement, human resources, group insurance, retirement, telecommunications, fleet, and federal property assistance programs used throughout Florida's state government. The Benefits of Working for the State of Florida: State of Florida employees enjoy top tier benefits offerings including comprehensive health coverage to meet the needs of you and your family while maintaining low deductibles and low monthly out-of-pocket contributions.

15 days ago

Tampa, FL

Remote

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is growing and seeking driven, high-energy individuals looking to build a rewarding career in financial services while creating more freedom, flexibility, and long-term income potential for themselves and their families. We are looking for motivated professionals who thrive in fast-paced environments, enjoy connecting with people, and are ready to grow both personally and professionally while helping others build stronger financial futures.

24 days ago

Miami, FL

Remote

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for ambitious, high-energy individuals ready to build a lifestyle-driven career in financial services. Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.

25 days ago

Boca Raton, Florida

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.

19 days ago

Kissimmee, FL

Considerable knowledge of the principles and practices of urban and transportation planning; knowledge of principles, practices, and techniques of current and comprehensive planning, date collection and data analyses procedures, special- area planning, urban design, rural planning, research, analysis and forecasting; statistical analysis for demographic, socio-economic, land-use and zoning issues; environmental and impact assessments; historic preservation; personal computers; and marketing and promotion. Briefly list and explain your experience with Urban Planning, Urban Design, Walkability, Code Interpretation, Project Management, Inter and Intradepartmental and Governmental Initiatives, special projects, and/or development-related applications such as Mixed-Use development and Concept Plans, Comprehensive Plans, and DRI issues.

17 days ago

Miami, FL

The Difference You Make: The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth (HNW) domestic and international clients within a broker-dealer environment. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.

30+ days ago

Estero, FL

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports projects over $100 million by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.

30+ days ago

Estero, FL

Suffolk - America's Contractor - is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports projects over $100 million by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.

30+ days ago

Fort Lauderdale, FL

United States-Florida-Fort Lauderdale'',''United States-Florida-Fort Lauderdale'','''','''','''','''','''','''','''','''',''Highway + Road'',''Highway + Road'',''Full-time'',''Full-time'',''Regular'',''Regular'','''','''',''Right of Way'',''Right of Way'',''Apr 16, 2026'',''Apr 16, 2026'',''false'',''780919'',''780919'',''true'',''780919'',''false'',''Submission for the position: Right of Way & Real Estate Services Agent - (Job Number: 192460)'',''false'',''780919'',''false'',''true''. We bring together planners, engineers, architects, construction management staff, environmental, strategic communications, economists, management consultants and specialists across disciplines to solve complex mobility challenges with innovation, technical excellence, and a deep understanding of community needs.

30+ days ago

Rosemary Beach, FL

$24–$30 / hour

We believe in building a compensation structure that reflects the comparable market pay rate for positions at companies similar in size, revenue generation and geographic location; in addition to individual factors including seniority, performance-based merit, education/training, and experience related to scope of responsibilities. Based in Charleston, the ideal candidate is highly organized, proactive, and familiar with local activities and resources, capable of anticipating member needs and maintaining operational excellence to ensure a seamless and memorable stay.

8 days ago

Inverness, FL

AGM Share Dealing Services Shareholders' Enquiries Unsolicited Telephone Calls Identity Theft Preference Shareholders American Depositary Receipts Analysts Company Advisers FAQs Share Purchase Transactions Major Shareholders. Civil Engineering Construction Ground Engineering Highways Services and Asset Management Mechanical and Electrical Engineering Project Finance Rail Engineering Specialist services Utilities Integration.

23 days ago

Palm Coast, FL

$60,347–$71,108 / year

While performing the essential functions of this job the employee is regularly required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, and lift and/or move up to 25 pounds. Assist in review and assessment of roadway, intersection and safety operations, transportation modeling, concurrency management, signalization, sight distance evaluations, access management, transportation impact fee program, proportionate share agreements, grant and funding preparation and project management.

30+ days ago

Estero, FL

Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. This person will be willing to learn how to merge 3D BIM models with CPM schedules to create visual schedules, integrate lean (pull planning) methodologies with the CPM schedule, and apply innovative techniques for production management using linear schedules and takt time analytics to improve process flows.

30+ days ago

Ft. Lauderdale, FL

$100,000–$115,000 / year

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Working here means joining a service-driven team that plays a critical role in enhancing the overall workplace experience for employees and visitors across all locations.

30+ days ago

Estero, FL

Suffolk - America's Contractor - is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. This person will be willing to learn how to merge 3D BIM models with CPM schedules to create visual schedules, integrate lean (pull planning) methodologies with the CPM schedule, and apply innovative techniques for production management using linear schedules and takt time analytics to improve process flows.

30+ days ago

Miami, FL

$190,000–$300,000 / year

Experience presenting and developing content for proposals, interacting with clients, having leadership on multiple parallel projects, managing project teams, presenting professional work at meetings, workshops, and industry conferences. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.

30+ days ago

Saint Petersburg, FL

Plans may require knowledge and expertise regarding overall financial planning issues which may include portfolio design, Social Security, healthcare planning, retirement income planning, long-term care, life insurance and risk management, qualified retirement plans, estate planning, education funding, and small business planning. Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients by building GPM plans and assisting in the presentation to the clients.

30+ days ago

Miami, FL

Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.

30+ days ago

Miami, Florida

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen.

30+ days ago

Miami, FL

Full time

If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients. The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships.

10 days ago

Miami, Florida

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing 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 – New York, London, San Francisco, Los Angeles, Chicago and Boston.

12 days ago

Tampa, FL

Skills and Attributes Strong leadership and decision-making skills with a strategic mindset Proficiency in survey technologies and software including AutoCAD Civil 3D, Trimble, MicroStation, Geopak, OpenRoads Designer and LiDAR platforms Excellent communication skills-verbal, written, and interpersonal Excellent management skills with an emphasis on performance recognition and development Ability to strategically identify and implement innovative ideas that add value Proficient in a broad array of technical skills with professional mastery Proficient with Microsoft Office Suite Excellent verbal, written, and interpersonal communication skills Team oriented with ability to perform multiple tasks independently in a timely manner and collaborate effectively and positively with others Self-motivated, highly organized, and detail oriented. Project Management Creates project plans, identifies, and organizes resources, and successfully executes projects to completion Develops, monitors, and maintains project budgets, scopes, and schedules Promotes work sharing across offices and advises on the deployment of staff on major projects and pursuits Manages a team of Survey/Geomatics professionals Carries out supervisory responsibilities, including hiring and training employees; planning, assigning, and directing work; evaluating performance; rewarding and disciplining employees; coaching and motivating; and addressing problems.

30+ days ago

Florida

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals.

9 days ago

Boca Raton, Florida

30+ days ago

Tampa, Florida

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).

30+ days ago

Miami, FL

$78,675–$160,750 / year

Within NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.

9 days ago

Miami, FL

Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).

30+ days ago

Orlando, FL

Minimum 6 years of relevant civil infrastructure (Aviation, Rail, Transportation, Bridges/Roads/Highways, Tunnels, Utilities) construction experience working in a scheduling role supporting major programs. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees.

30+ days ago

Coral Gables, FL

Key responsibilities include: To be successful in this role, you should be able to ensure accurate reporting of information, and foster critical relationships between various individuals and organizations communication channels will exist with: 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; Key partner for move coordination and facility management teams assisting with move and space processes and implementation request as well as updates to space data and conduct facility audits; Assist 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 data 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.

29 days ago

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Estate Planner Jobs in Florida

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

Associate Financial Planner (Remote) Edelman Financial Engines LLC

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & Co

Financial Planner Trustmark Corp

Financial Planner (Evergreen) Raymond James Financial Inc

Financial Planner Flagstar Bank NA

RME Planner Jones Lang LaSalle Inc

Director, HNW Wealth Planner Santander US

CAD SPACE PLANNER - 72001655 Government of Florida

Entry-Level Financial Wellness Planner (Remote) Traction Forge Financial

Associate-Level Financial Wellness Planner (Remote) Traction Forge Financial

Senior Tax Planner Rockefeller Capital Management

Principal Planner - Community Development Osceola County, FL

Director, HNW Wealth Planner Banco Santander (Brasil) SA

Senior Planner UNAVAILABLE

Senior Planner Suffolk Construction Company Inc

Right of Way & Real Estate Services Agent HDR Inc

Destination Planner & Concierge Inspirato Inc

Senior Planner - Civil Engineering Balfour Beatty Plc

Planner - Transportation City of Palm Coast, FL

Planner UNAVAILABLE

Facilities Planner and Designer Franklin Resources Inc

Planner Suffolk Construction Company Inc

Director, Economics, Real Estate and Urban Policy AECOM

Financial Planner, Paraplanning Services Raymond James Financial Inc

E11EVEN Group Sales Manager Highgate Hotels LP

E11EVEN - Group Sales Manager E11EVEN Club Hotel & Residences

Senior Wealth Advisor ($200,000 - $400,000) Guerra Wealth Advisors

Manager of Tax Services- Private Wealth Berkowitz Pollack Brant

Gulf Coast Geomatics Manager Vanasse Hangen Brustlin Inc

Associate, Client Advisor Focus Financial Partners

Senior Manager of Tax Services- Private Wealth Berkowitz Pollack Brant

Financial Advisor Ameriprise

Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu Ltd

Wealth Business Advisor II Truist Financial Corp

Senior Scheduler - Aviation Construction Turner & Townsend Ltd

Space Data Management/CAD Specialist Jones Lang LaSalle Inc

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