Estate Planning jobs
28 live Estate Planning vacancies — the largest markets right now are New York (3), San Francisco (3). Every listing comes from an employer's own careers feed and links straight to their application — no reposts, no expired ads.
28 vacancies · showing 1–28
Director, Tax and Estate PlanningDirector
Sun Life Financial · 2 Locations, Canada · Full time
Closes in 3 d
Estate Planning Associate (Financial Security Advisor)Associate
Royal Bank of Canada · MONTRÉAL, Quebec, Canada · Full time
Closes 9 Nov 2026
Director, Advanced Planning (Tax and Estate Planning)Director
Sun Life Financial · 2 Locations, Canada · Full time
Closes in 2 d
Director of Estate Planning (Central/Mountain/Pacific time zones)DirectorSpanish
Edelman Financial Engines, LLC · United States
Estate Planning Specialist, Wealth Management
Wealthsimple · Canada · FullTime · Remote
Key Private Bank Estate Planning Advisor
KeyBank · 3 Locations, United States of America · Full time
Closes 1 Nov 2026
Estate Planning Advisor (Insurance)
TD Bank Group · Montréal, Québec · Full time
Estate Planning Strategist, Executive DirectorDirector
Morgan Stanley · New York, New York, United States of America · Full time
Director, Tax & Estate Planning - Lazard WealthDirector
Lazard · New York, United States · Lateral · Full time
Closes 30 Nov 2026
Senior Attorney (Sr Estate Planning Strategist) - (Chicago, Dallas, Houston, Denver)Swedish
Mercer Advisors · Dallas - Park Cities; Denver (HQ); Houston; Schaumburg
Attorney (Estate Planning Strategist) - (Chicago, Dallas, Houston, Denver)Swedish
Mercer Advisors · Dallas - Park Cities; Denver (HQ); Houston; Schaumburg
Managing Partner, Estate Planning - UHNW (Orange County)MDPortuguese
Mercer Advisors · Newport Beach
Managing Partner, Estate Planning - UHNW (Los Angeles)MDPortuguese
Mercer Advisors · LA Century City
Trust & Estate Planning Specialist
Neuberger Berman · New York, NY · Full time
Estate Planning Partner, UHNW (Orange County)MD
Mercer Advisors · Newport Beach
Estate Planning Partner, UHNW (Los Angeles, CA)MDSpanish
Mercer Advisors · LA Century City
Estate Planning Strategist, Vice PresidentVP
Morgan Stanley · 4 Locations, United States of America · Full time
Estate Planning Partner – UHNWMDPortuguese
Mercer Advisors · USA · Remote
Managing Partner, Estate Planning – UHNWMDPortuguese
Mercer Advisors · USA · Remote
Managing Partner, Estate Planning - UHNW (San Francisco)MDPortuguese
Mercer Advisors · San Francisco
Estate Planning Partner, UHNW (San Francisco)MDSwedish
Mercer Advisors · San Francisco
Wealth.com · New York, United States +1 more · FullTime · Remote
Junior Consultant Tax Estate PlanningDutch
BDO · Utrecht, Netherlands · Full-time
Senior Estate Planning Attorney (San Diego, Orange County)Romanian
Mercer Advisors · Newport Beach; San Diego
Attorney (Estate Planning Strategist)Swedish
Mercer Advisors · USA · Remote
Aprio · New York, NY +14 more · Full Time
Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)Spanish
Mercer Advisors · USA · Remote
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