Fractional Wealth Planner: Tax

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...

A leading consulting venture is seeking a founding wealth planner to design an AI platform for high-net-worth individuals. This part-time role requires 5+ years in wealth planning and a proven ability to translate complex cases into AI-readable scenarios. The ideal candidate will have a founder mindset, strong succession planning expertise, and a network in...

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...

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...

1 day ago Be among the first 25 applicants 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 Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research,...

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...