Remote Jobs at Wealth

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Wealth

Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.

πŸ’Ό Job Title
🌍 Location
πŸ’΅ Minimum Salary
βšͺ️ Experience
14 Jobs
πŸ†• Date Added

3 days ago

Wealth.com seeks an Estate and Gift Tax Consultant to create scalable spreadsheet models. This contract role requires expertise in estate planning and advanced spreadsheet skills.

March 8

Join Wealth.com as Associate Counsel to review estate plans for ultra-high-net-worth clients. Leverage technology to enhance efficiency and quality in estate planning.

February 20

Identify leads, prospect customers, and oversee sales activities as Regional Sales Manager at Wealth.com.

February 18

As a Client Success Manager, you’ll drive client success for Wealth.com’s estate planning platform.

February 1

Drive impactful demand generation for Wealth.com, the leading estate planning platform and fintech innovator.

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