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Senior Wealth Planner: Trusts, Tax & Estate Strategy

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Squillace & Associates, P.C.
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 200000 - 250000 USD Yearly USD 200000.00 250000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Boston seeks a Vice President, Wealth Planner. In this role, you'll use your deep understanding of tax and estate laws to advise clients on complex planning strategies. You'll partner closely with advisors and management to create and implement effective client solutions. Successful candidates will have strong communication skills, attention to detail, and the ability to work independently while supporting the goals of the team.

A competitive rewards package and benefits are offered.
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Position Requirements
10+ Years work experience
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