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Wealth Management Financial Advisor Financial Consultant

Senior Wealth Planning Strategist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: JPMorgan Chase Bank, N.A.
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 133000 - 210000 USD Yearly USD 133000.00 210000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Boston is seeking a Vice President, Wealth Planner to join their team. The ideal candidate will possess deep knowledge of tax and trust & estate laws and demonstrate strong communication skills. Responsibilities include advising clients and supporting advisors with wealth planning strategies. With a competitive salary range of $133,000 to $210,000 per year, this role offers the chance to make an impact in wealth management while working for a respected firm dedicated to values of diversity and inclusiveness.
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Position Requirements
10+ Years work experience
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