9 Jobs for Estate Planning in the United States

Wealth Planning Strategist

TIAA • Frisco, US • On-site

163,000 - 228,000 USD (est.)

•Full-Time•Permanent

Tax PlanningEstate PlanningWealth ManagementFinancial Analysis

Portfolio Management Associate Director

MS Smith Barney, LLC • New York, US • On-site

75,000 - 125,000 USD (est.)

•Full-Time•Permanent

MS ExcelResearchComplianceTrade Execution

KPB Trust Officer

KeyBank National Association • Brooklyn, US • Hybrid

71,000 - 125,000 USD (est.)

•Full-Time•Permanent

ComplianceTax PlanningEstate PlanningRisk Management

Key Private Bank Sr. Fiduciary Strategist

KeyBank National Association • Akron, US • Hybrid

96,000 - 181,000 USD (est.)

•Full-Time•Permanent

Tax PlanningEstate PlanningRisk ManagementFiduciary Advisory

Key Private Bank Sr. Fiduciary Strategist

KeyBank National Association • Seattle, US • Hybrid

94,000 - 175,000 USD (est.)

•Full-Time•Permanent

Tax PlanningEstate PlanningRisk ManagementFiduciary Advisory

Portfolio Management Associate

MS Smith Barney, LLC • New York, US • On-site

75,000 - 125,000 USD (est.)

•Full-Time•Permanent

Asset AllocationFinancial PlanningPortfolio ManagementInvestment Strategies

Key Private Bank Estate Planning Advisor

KeyBank National Association • Elkhart, US • Hybrid

116,000 - 216,000 USD (est.)

•Full-Time•Permanent

Estate PlanningRisk ManagementAsset ProtectionClient Education

Key Private Bank Family Wealth Strategist

KeyBank National Association • Seattle, US • Hybrid

165,000 - 345,000 USD (est.)

•Full-Time•Permanent

LeadershipTax strategiesEstate planningWealth management

Key Private Bank Wealth Planner

KeyBank National Association • Elkhart, US • Hybrid

96,000 - 181,000 USD (est.)

•Full-Time•Permanent

Financial Planning SoftwareTax PlanningEstate PlanningRisk Management

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