Estate Planning Jobs
Browse 56 exciting jobs hiring in Estate Planning now. Check out companies hiring such as Mercer Advisors, Boeing, cw in San Jose, Richmond, Laredo.
Mercer Advisors seeks a detail-oriented Financial Planner II to produce comprehensive client financial plans and partner with advisor teams in a fully remote, client-focused RIA environment.
Senior Facilities Business Relationship Manager at Boeing — partner with business leaders to translate operational priorities into facility strategies and coordinated enterprise services.
Cushman & Wakefield is seeking an experienced Sr. Occupancy Planner to lead space and occupancy planning efforts, optimize capacity, and mentor junior planners for a major client in Miami.
Work full-time as a Virtual Paralegal (Drafter) for an estate planning firm through Offshore Launch, executing accurate document drafting and meticulous quality checks in a remote, growth-focused environment.
BBH seeks a Family Office Analyst in Chicago to support Relationship Managers by managing client account operations, preparing meeting materials, coordinating investment execution, and delivering exemplary client service.
Wealth.com is hiring an Account Executive for the Southeast to sell its digital estate planning platform to financial advisors and accelerate regional growth.
Contribute to Wealth.com's legal team as a part-time Legal Intern, performing research, drafting legal content, and supporting product compliance for a leading estate-planning platform.
Experienced estate planning attorney sought to deliver virtual estate and business formation services to a Kansas-based client network with strong back-office support.
JLL is hiring a Regional IPS Accounts Services SME to lead account growth, high-performing teams, and client delivery for an $8–15M regional portfolio based in McLean, VA.
Morgan Law Group, a Newport Beach boutique specializing in estate and trust matters, is hiring an Associate Attorney with 2–3 years of estate planning experience to lead client meetings and draft estate planning documents.
Lead major gift strategy and mentor regional development staff to drive ambitious results for the University of Rochester's capital campaign through portfolio management, volunteer engagement, and stewardship.
Support Philadelphia's inclusionary housing and development initiatives by coordinating permitting, developer outreach, data reporting, and program administration for the Department of Planning and Development.
Grow your estate planning practice with pre-qualified clients and full back-office support from a nationwide legal network while maintaining flexible, independent practice.
Provide comprehensive estate planning advice and draft wills, trusts, and related documents for clients as an Estate Planning Attorney at a respected national law firm in Parsippany, NJ.
Qualtrics seeks a Facility Operations specialist in Provo to own space planning, seating audits, lease database upkeep, and coordinated move execution to support a growing workplace.
Acrisure seeks a Corporate Real Estate Strategy Integration Manager to optimize its North American portfolio and translate business growth plans into market- and building-level real estate strategies.
Legacy Assurance Plan seeks licensed estate planning attorneys with 2–3 years' experience to handle client matters while the company provides leads and full administrative support.
USAA seeks an Intermediate Retirement Income Specialist in Plano, TX to evaluate members' retirement income needs, recommend strategies and products, and support both inbound and outbound member engagement.
Remote appointment setter for an estate planning firm working warm, qualified leads on a flexible 1099 schedule with weekly pay and uncapped commission.
Legacy Assurance Plan is seeking experienced, state-licensed estate planning attorneys to handle client matters with back-office support and no out-of-pocket marketing expenses.
Experienced estate planning attorney wanted at a boutique Sacramento firm to lead trusts, estates, probate, and elder law matters and help grow the practice.
Software Engineer Intern role at Wealth.com offering hands-on frontend experience building React applications within a collaborative FinTech engineering team.
Advance your career as a Senior Market Annuities and Insurance Sales professional with a respected, 40+-year firm serving retirement and estate-planning clients in Bradenton, FL.
Moore Colson seeks a Tax Director (Construction) to lead tax engagements, provide strategic tax planning, and mentor a high-performing tax team serving construction and related clients.
Experienced Senior Trust Officer to manage complex fiduciary accounts and act as primary trust resource for Wilmington-based wealth clients at M&T Bank.
Illumina seeks a Senior Manager Finance to lead Finance for Global Facilities from its San Diego office, driving capital planning, cost modeling, forecasting, and finance partnership in a hybrid, people-leadership role.
Northern Trust is hiring a Trust Advisor in Las Vegas to provide fiduciary oversight, holistic wealth-management advice, and relationship development for high-net-worth clients.
Cushman & Wakefield is seeking an experienced Occupancy Planner to manage regional space planning, occupancy analysis, and tactical implementation for client workspaces.
Kiplinger is hiring an Assistant Contributed Content Editor to copy-edit, headline, and publish contributed financial articles focused on retirement, estate and tax planning for a US-based remote role.
Senior leader needed to oversee enterprise-wide facilities, real estate, capital projects, and fleet operations for a multi-state nonprofit healthcare provider, ensuring safety, compliance, and asset optimization.
Alliance America seeks a licensed, results-driven Financial Advisor in Macon, GA to handle pre-set annuity appointments and deliver consultative retirement planning with strong earning potential.
Lead financial strategy and execution for Anduril’s global real estate and facilities program, managing budgeting, portfolio analysis, construction finance, and cross-functional delivery from the Costa Mesa office.
The Law Office of Bryan Fagan is hiring an experienced Texas family law attorney to handle client matters, appear in court and mediation, and support a team-based hybrid practice.
Senior leader needed to define and execute a global facilities strategy that blends technology, sustainability, and operational excellence across Visa's international portfolio.
Experienced CFP®-certified planner sought to lead sophisticated wealth planning analyses and eMoney-driven client presentations for high-net-worth clients within Neuberger Berman’s private wealth practice.
Support a busy Manhattan commercial real estate office as an in-person Administrative Assistant, providing transaction administration, executive support, and office coordination while learning proprietary systems.
Boutique Raleigh estate planning firm seeks a motivated attorney with 4+ years in trusts and estates to handle planning, probate, and trust administration in a collaborative, process-driven environment.
Join Homebound as an FP&A Associate to build foundational financial planning and reporting tools that empower leadership and scale decision-making across a rapidly growing homebuilding tech company.
Lead Turner & Townsend’s Tampa cost center as a results-driven, commercially savvy leader responsible for P&L, business development, team performance, and operational excellence.
Kong is seeking an experienced Global Facilities Manager to lead multi-site facilities operations, space planning, vendor and budget management, and workplace safety across its global office footprint.
A boutique tax advisory firm is hiring a CPA Tax Manager to remotely oversee tax compliance and planning for an active portfolio of real estate clients while mentoring staff and improving tax processes.
Experienced trust and estate tax professional needed to lead preparation and review of complex fiduciary, estate, and gift tax returns for a national, people-first accounting firm.
An experienced CPA Tax Manager is needed to lead remote tax compliance, planning, and team management for a boutique advisory firm serving a sizable real estate client portfolio.
Lead and coach a team of Strategic Account Executives at Zillow to win and expand complex, long-cycle accounts through data-driven account planning and executive-level engagement.
Marcus & Millichap seeks an experienced Operations Manager to lead Seattle office operations, manage staff, and deliver high-touch administrative and compliance support for a busy commercial real estate brokerage.
D.A. Davidson is hiring a Senior Planner to develop and deliver advanced wealth-planning solutions and advisor support for high- and ultra-high-net-worth clients while producing thought leadership for the firm.
Provide trusted administrative and fiduciary support to trust and investment officers, delivering exceptional client service and ensuring compliance across account administration and reporting.
Provide personalized, high-touch wealth planning support to high-net-worth clients and advisors at Fidelity's Edina Private Wealth team.
An experienced strategic leader is sought to shape and grow Pilot Company's dealer network, owning dealer strategy, performance, and partnership execution.
Brighton Jones seeks an experienced Lead Advisor in Boston to act as clients' Personal CFO, lead local advisory teams, and deliver comprehensive wealth management across investments, tax, estate, and planning services.
How much do estate planning jobs pay?
Below 50k*
3
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50k-100k*
9
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Over 100k*
20
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Top companies hiring for estate planning jobs
Best cities to find estate planning jobs
- Remote 2
- Chicago 1
- Wilmington 1
- Las Vegas 1
- New York 1
