Fractional Wealth Planner: AI-Powered Tax

An innovative venture studio is seeking a founding wealth planner to design a scenario engine for wealth management. This role involves developing tax and succession planning scenarios and collaborating with an experienced team to create AI-driven insights. The position offers part-time consulting with potential for full-time conversion and equity after...

A financial technology startup is seeking an experienced Wealth Planner to join their founding team. This role involves defining tax and succession planning scenarios and mapping workflows for AI. Ideal candidates have over 5 years of experience in wealth planning and a strong understanding of family governance. The position offers part-time consulting with...

Get AI-powered advice on this job and more exclusive features. Location Milan or Remote (EU time zones) Engagement Fractional (part time) consulting for the first months, with path to full-time post-financing Start ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their...

Location Milan or Remote (EU time zones) Engagement Fractional (part time) consulting for the first months, with path to full-time post-financing Start ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we replace...

Location: Milan or Remote (EU time zones) Engagement: Fractional (part time) consulting for the first months, with path to full‑time post‑financing Start: ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we...

NETtoWORK ricerca Wealth Planner – La Professione del Futuro per azienda in tutta Italia. Stiamo cercando candidati per la posizione di Wealth Planner, una figura professionale innovativa unica nel territorio Italiano, che guida i clienti verso la consapevolezza nella pianificazione finanziaria e nella protezione del patrimonio personale e familiare....

Una azienda di consulenza finanziaria ricerca un Wealth Planner per guidare i clienti nella pianificazione finanziaria e protezione del patrimonio. Il candidato ideale avrà passione per l'apprendimento, ottime doti comunicative e capacità di analisi. Offriamo un ambiente di lavoro dinamico, opportunità di crescita, formazione continua, e benefit come...

Our Client Our client is a leading global professional services firm specializing in tax finance and consulting services. They provide strategic guidance to multinational organizations helping them navigate complex tax regulations and optimize international operations. About Us Catalyst Labs is a leading talent agency specializing in Tax Tax Technology and...

Our Client Our client is a leading global professional services firm specializing in tax finance and consulting services. They provide strategic guidance to multinational organizations helping them navigate complex tax regulations and optimize international operations. About Us Catalyst Labs is a leading talent agency specializing in Tax Tax Technology and...

A leading talent agency in Milan is seeking a Tax Advisor to provide guidance on Italian and international tax matters for high-net-worth individuals. Responsibilities include tax planning, compliance support, and client relationship management. The ideal candidate has a degree in Economics or Law, relevant qualifications, and fluency in Italian and English....