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Estate Planner Jobs in the United States

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Jobs

Parks Planner - Four Year Limited Term Carlsbad City Council

Carlsbad, CA

$101,753.60–$123,801.60 / year

The department operates and maintains four community centers, a senior center, two aquatic centers, two historic sites, 14 community parks, two dog parks, two skate parks, 28 special use areas/neighborhood parks, 12 facility landscapes, 9 beach accesses, 43 miles of trails, 715 acres of habitat preserves and natural open space, all city-wide street trees, 27 acres of future parkland, 68 acres of street median planters and 9 acres of street parkways. Under general supervision, the Parks Planner will perform park and trails planning and landscape architectural work; prepare construction plans and details; assist in the generation of exhibits for various public meetings; manage consultants work on projects, including open space management contracts, and other related work as required.

30+ days ago

Financial Planner Sales Match

Omaha, Nebraska

We are seeking a skilled Financial Planner to help individuals and families achieve their financial goals through comprehensive planning. If you have expertise in retirement planning, investment strategy, tax optimization, and risk management, we’d love to hear from you.

30+ days ago

Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson Rudnick

Los Angeles, California

This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.

30+ days ago

Store Planner Advance Stores Company

Raleigh, North Carolina

Establish and develop cross-functional relationships with (SP&D, Architectural Designers, External Architects, Sign Coordinator, Market Availability, Inventory Management, Real Estate Managers/Directors, Lease/Asset Administration, Risk Management, PMO, Store Set-Up, Construction Managers/Senior Managers, and Visual) teams. Submission of plans to Architectural Designer, Sign Coordinator, Visual Merchandising, Market Availability, Inventory Management, Operations, Commercial PMO Team, and other appropriate teams for review, collaboration, and necessary approvals.

30+ days ago

Zoning Planner II City of Fort Worth, TX

Fort Worth, TX

$28.84–$37.49 / hour

Minimum Qualifications: Bachelor's degree from an accredited college or university with major course work in Planning, Urban Planning or Design, Geographic Information Systems, Architecture, Geography, Landscape Architecture, Historic Preservation, Archaeology or Architectural History, Real Estate Development or related field and two years of experience in planning, urban design or related field. The City of Fort Worth is one of the fastest-growing large cities in the U.S. Our employees serve the needs of over 1,000,000 residents, promoting our values of exceptional customer experience, mutual respect, embracing our diversity, continuous improvement, ethical behavior, and accountability.

17 days ago

Sr. Visual Space Planner Advance Stores Company

Raleigh, North Carolina

Visual Space Planner is responsible for partnering with Category Management and other cross functional leads to develop and execute merchandising strategies that drive incremental sales and gross margin for Advance Auto Parts through space productivity. Planogram Creation: Experience creating product planograms using visual merchandising software, ensuring accuracy in product skus, inventory, fixtures needed, and product placement, while considering shoppability and profitability.

30+ days ago

Key Private Bank Senior Wealth Planner KeyCorp

Tacoma, WA

$116,000–$216,000 / year

The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, complex estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). Actively participate in prospect, client, and centers of influence (COI) meetings as financial planning expert for Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank business.

30+ days ago

Key Private Bank Wealth Planner KeyCorp

Fort Myers, FL

$96,000–$181,000 / year

The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

30+ days ago

Associate Planner City of Murrieta

Murrieta, CA

$93,305.14–$113,412.98 / year

Under general direction, performs various professional field and office planning work related to current and advance planning, including review of development and land use applications, zoning, site plans, and environmental documents; provides project management and administration; completes technical assessments and prepares written project analyses; provides environmental review and project analysis for Capital Improvement Program (CIP) and special projects in advance planning; provides professional advice and assistance to the public on planning, community development, zoning, permits, and environmental review; provides professional staff assistance to the City Planner, other departments, and the public in areas of expertise; performs a variety of studies and prepares and presents staff reports; and performs related work as required. Serves as project manager on planning and development projects, which includes application and plan review, coordination with project applicants and other City departments, preparation and posting of legal notices, background research, environmental review, preparation of staff reports, scheduling meetings and hearings, and monitoring of project implementation to verify substantial conformance with approved plans, conditions, and mitigation measures; suggests revisions to site plans and architecture; inspects project development sites.

8 days ago

Planner II or III Garfield County Colorado

Glenwood Springs, Colorado

Assimilates information from a collaborative process and possesses knowledge of the following disciplines, among others: economic development, regional design, transportation, housing, tourism, health, sociology, civil engineering, surveying geology, law, water issues, agriculture, and environmental management. Business Technology: Ability to utilize the technology required of the position and demonstrates a willingness to learn new technologies as required to assist the County in providing exceptional services, innovation, and work efficiencies.

30+ days ago

Senior Associate Wealth Planner - Family Office Carlson Hotels Inc

Minnetonka, MN

$90,000–$120,000 / year

In this highly visible role, you will deliver sophisticated financial plans, investment portfolio support, trust and estate analysis, and day-to-day planning administration for multiple generations of family members. The Carlson Family Office provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal services to its clients, with a strong commitment to professionalism, confidentiality, and discretion.

30+ days ago

Facilities Planner Associate Thomas Jefferson University

Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research.

30+ days ago

Occupancy Space Planner ANDURIL INDUSTRIES

Costa Mesa, CA

$99,000–$130,000 / year

This third-party service provider provides risk-intelligence services that may include analysis of sanctions and watchlists, adverse media, public-record information, and other lawful open-source or commercial data sources. To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process.

30+ days ago

Financial Planner (McLean, VA) Mercer Advisors

McLean, Virginia

$68,000–$80,000 / year

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.

22 days ago

Team Wealth Planner Rockefeller Capital Management

Los Angeles, California

$75,000–$175,000 / year
Full time

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 35 markets throughout the United States, as well as an office in London.

30+ days ago

Project Planner (Private Land Development) Core States Group

Ontario, CA

HEALTHCARE - Competitive health benefits including HSA with employer contribution, life insurance options, and supplemental coverage options, giving you the flexibility to select the coverage that best fits your needs and lifestyle. Core States Group designs, builds, and manages programs and projects across North America and has been recognized on top lists throughout the architecture, engineering, and construction (A/E/C) industry.

30+ days ago

Senior Planner City of Hickory

Hickory, NC

PERSONAL CONTACTS: Contacts are typically with co-workers, other city employees, real estate agents and developers, engineers, architects, contractors, city officials and department heads, business representatives, building inspectors, industry professionals, attorneys, other planners, and the general public. PURPOSE OF CONTACTS: Contacts are typically to give and exchange information, provide services, resolve problems, motivate or influence persons, and justify or defend matters.

4 days ago

Associate Financial Planner Raymond James Financial Inc

Bend, OR

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management.

30+ days ago

Tax Senior - Real Estate Deloitte Touche Tohmatsu Ltd

Boise, ID

$74,925–$153,000 / year

Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.

30+ days ago

Trust and Estate Manager The Swanson Group

Westbrook, ME

Quick Apply

This is an excellent opportunity for someone who enjoys working closely with clients, navigating complex trust and estate matters, and becoming a trusted advisor to families through important financial and life transitions. We're searching for an ambitious and growth-minded Trust & Estate Manager to join our team in a high-impact role serving individuals, families, trusts, and estates.

24 days ago

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Estate Planner Jobs in the United States

Parks Planner - Four Year Limited Term Carlsbad City Council

Financial Planner Sales Match

Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson Rudnick

Store Planner Advance Stores Company

Zoning Planner II City of Fort Worth, TX

Sr. Visual Space Planner Advance Stores Company

Key Private Bank Senior Wealth Planner KeyCorp

Key Private Bank Wealth Planner KeyCorp

Associate Planner City of Murrieta

Planner II or III Garfield County Colorado

Senior Associate Wealth Planner - Family Office Carlson Hotels Inc

Facilities Planner Associate Thomas Jefferson University

Occupancy Space Planner ANDURIL INDUSTRIES

Financial Planner (McLean, VA) Mercer Advisors

Team Wealth Planner Rockefeller Capital Management

Project Planner (Private Land Development) Core States Group

Senior Planner City of Hickory

Associate Financial Planner Raymond James Financial Inc

Tax Senior - Real Estate Deloitte Touche Tohmatsu Ltd

Trust and Estate Manager The Swanson Group

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