8,161 jobs for Equitable Advisors Llc
Job Description Job Description Description We are seeking an RIA Operations Consultant to play a critical role within the firm's Centralized Services platform. Our operations team provides expert guidance, training, and relationship-based support that enables advisors to confidently and efficiently operate on Concurrent's platform. The RIA Operati...
Job Description Job Description Description We are seeking an RIA Operations Consultant to play a critical role within the firm's Centralized Services platform. Our operations team provides expert guidance, training, and relationship-based support that enables advisors to confidently and efficiently operate on Concurrent's platform. The RIA Operati...
Edward Jones seeks a Senior Estate Strategist to support high-net-worth clients with complex estate and legacy planning. The role provides technical expertise, communicates strategies to clients and financial advisors, coordinates with external estate and legal providers, and collaborates with internal teams on advice, services, and strategic initi...
Support high-net-worth financial planning by providing technical tax-planning expertise, evaluating complex client cases and helping implement tailored tax strategies. Partner with financial advisors, clients, internal teams and third-party tax and legal providers to coordinate advice, communicate recommendations and advance wealth-management initi...
Serve as a customer contact for the Service Department by answering calls, scheduling and coordinating repair appointments, supporting Service Consultants and Customer Advisors, and maintaining accurate service records and compliance logs. Follow environmental, health and safety requirements and keep the work area orderly.ResponsibilitiesAnswer inc...
This job posting is anticipated to remain open for 30 days, from 13-Oct-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Ca...
Support high-net-worth financial planning by providing technical tax-planning expertise, evaluating complex client cases and helping implement tailored tax strategies. Partner with financial advisors, clients, internal teams and third-party tax and legal providers to coordinate advice, communicate recommendations and advance wealth-management initi...
Partner with senior tax strategists, financial advisors, and external experts to identify and support tax planning strategies for high-net-worth clients. Review tax returns, use financial planning tools to identify opportunities, model scenarios, prepare planning deliverables, and explain recommendations and trade-offs to clients.ResponsibilitiesPa...
Supports financial advisors and high-net-worth clients with tailored investment advice and portfolio solutions. Assists with alternative investment trade execution, portfolio analytics and reporting, strategy implementation, and tax-efficient portfolio construction and transitions aligned with client goals, risk profiles, and preferences.Responsibi...
Partner with senior tax strategists, financial advisors, and external experts to identify and support tax planning strategies for high-net-worth clients. Review tax returns, use financial planning tools to identify opportunities, model scenarios, prepare planning deliverables, and explain recommendations and trade-offs to clients.ResponsibilitiesPa...