Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Strategist: Estate & Trust Planning

$119.6k - $178.88k

TD Bank Group (TD)

TD Bank Group (TD) is seeking a Wealth Strategist located in Boston, Massachusetts. This role focuses on financial, trust, and estate planning services, promoting an exceptional client experience while supporting the TD Wealth team. Candidates should have a Bachelor's degree, at least 10 years of relevant industry experience, and a professional designation. The position offers a salary range of $119,600 to $178,880 USD and emphasizes employee growth and development. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist: Estate & Trust Planning in Boston, MA vacancy
  • $124.28k - $186.16k

     ...TD Bank is seeking a Wealth Strategist in Boston, Massachusetts, to deliver financial, trust, and estate planning services. This role involves working closely with a team to identify client needs, generate customized solutions, and support business development in wealth... 
    Suggested

    TD Bank

    Boston, MA
    4 days ago
  •  ...Northern Trust in Boston is looking for a Wealth Strategist/Client Development Sales Executive to spearhead business development and serve as a key contact for ultra-high net worth clients. The candidate will be responsible for implementing strategies that cultivate relationships... 
    Senior

    Squillace & Associates

    Boston, MA
    5 days ago
  • $119.6k - $178.88k

     ...provide you more specific details for this role. Line of Business TD Wealth Job Description The Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and onboard... 
    Suggested
    Work at office
    Local area
    Flexible hours

    TD Bank Group (TD)

    Boston, MA
    5 days ago
  •  ...TD Bank, N.A. is seeking a PCS Senior Trust Advisor in Boston, Massachusetts. This role is responsible for managing trusts, estates, and personal retirement accounts while developing...  ...accounts, and providing tax and estate planning advice in a comprehensive manner. #J-188... 
    Senior

    TD Bank N.A

    Boston, MA
    1 day ago
  • Marshall Graham is seeking an experienced estate planner who will craft advanced tax...  ...leveraging your expertise in estate and tax planning. The ideal candidate has a J.D. with strong...  ...years of experience in estate planning and trust administration. This position also... 
    Senior

    Marshall Graham

    Boston, MA
    2 days ago
  • $140k - $170k

     ...RWA Wealth Partners in Boston is hiring a Senior Family Office Financial Planner to oversee comprehensive financial planning for clients with substantial net worth. You will be pivotal in leading planning efforts, anticipating client needs, and providing expert guidance... 
    Senior
    Work at office

    RWA Wealth Partners

    Boston, MA
    2 days ago
  • $137.4k - $240.4k

     ...providing innovative wealth management services to...  .... Role Summary Wealth Strategist / Client Development Sales Executive – a senior business‑development role...  ...presenting Northern Trust capabilities. Build relationships...  ...guidance on estate planning, wealth transfer, and... 
    Senior
    Worldwide

    001 The Northern Trust Company

    Boston, MA
    2 days ago
  • $152k - $198k

     ...Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing their financial landscape, and developing tailored financial strategies. Responsibilities include fostering long-term client relationships... 
    Senior
    Remote work

    Nuveen

    Boston, MA
    5 days ago
  • $137.4k - $240.4k

     ...About Northern Trust Northern Trust is a Fortune 500 company...  ...technology and exceptional service. Wealth Strategist/Client Development Sales...  ...to wealth management planning. You will also manage the transition...  ...clients (and attorneys) on estate‑planning services, wealth‑... 
    Senior
    Local area

    Squillace & Associates

    Boston, MA
    4 days ago
  • $137.4k - $240.4k

    ## Sr. Wealth StrategistApplylocations: Boston...  ...5**About Northern Trust:**Northern Trust,...  ...service.**Wealth Strategist/Client Development...  ...role.As a senior member of the Northern...  ...wealth management planning. With the support...  ...on the benefits of estate planning services,... 
    Senior
    Local area
    Flexible hours

    Northern Trust

    Boston, MA
    5 days ago
  •  ...Ruberto, Israel & Weiner, P.C. is seeking an experienced Trusts & Estates Associate to join its established practice in Boston. This role involves sophisticated estate planning, wealth transfer, and trust administration for a diverse clientele. The ideal candidate will... 
    Senior

    Ruberto , Israel & Weiner , P.C.

    Boston, MA
    5 days ago
  •  ...NACBA is looking for an experienced Trusts & Estates Associate to work in Boston. This role involves sophisticated estate planning, wealth transfer strategies, and trust administration for high-net-worth clients. The ideal candidate will have 5+ years of relevant experience... 
    Senior

    NACBA

    Boston, MA
    5 days ago
  •  ...TwinThread is looking for a Vice President, Wealth Planner in Boston, MA. The candidate will provide comprehensive wealth planning advice across trusts, estates, and tax planning, engaging with clients to identify opportunities. A 4-year degree along with either CFP,... 
    Senior

    Aumni

    Boston, MA
    5 days ago
  •  ...Attorney Search is looking for an Experienced Wealth Management Associate in Boston, MA. This...  ...role involves providing sophisticated estate planning and tax analysis for ultra-high net...  ...working collaboratively with investment and trust administration professionals. The ideal... 
    Senior
    Work at office

    BCG Attorney Search

    Boston, MA
    4 days ago
  • $137.4k - $240.4k

    Overview At Northern Trust, the Wealth Strategist / Client Development Sales Executive...  ...to support growth. As a senior member of the team, you will...  ...to wealth management planning. You will identify prospective...  ...attorneys) on the benefits of estate planning services, using... 
    Senior
    Local area

    Northern Trust

    Boston, MA
    5 days ago
  • $159.6k - $296.4k

     ...opportunity to contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be...  ...Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Boston, MA
    4 hours ago
  • $185k

    Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership...  ..., families, and business owners on complex estate planning and wealth preservation strategies. The Role Advise clients on... 
    Senior
    Private practice

    We Are Legal Revolution

    Boston, MA
    2 days ago
  •  ...nationally recognized firm where private wealth strategy meets the complexity of real...  ...families navigating both. 5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D. Required...  ...transactions Drafting sophisticated trust instruments, estate planning documents,... 
    Senior
    Private practice

    Marshall Graham LLC

    Boston, MA
    4 days ago
  • CIBC in Boston seeks a Senior Investment Associate to support its Multi-Manager Investment Program team. The role involves conducting due diligence on investment managers, monitoring performance, and managing operational processes. Responsibilities include preparing analytical... 
    Senior

    Canadian Imperial Bank of Commerce

    Boston, MA
    2 days ago
  •  ...The U.S. Bankruptcy Court - District of CT is seeking a Trusts & Estates Associate to join its practice in Boston, Massachusetts. This role offers the chance to work on estate planning, trust administration, and probate matters for high-net-worth clients. Qualified candidates... 
    Senior

    US Bankruptcy Court

    Boston, MA
    1 day ago
  • $140k - $160k

     ...Position Summary The Senior Investment Strategist partners with advisors, clients, and prospects to...  ...across disciplines ~ Skilled at building trust and respect of colleagues and clients...  ...services firm comprised of integrated wealth management, family office, and... 
    Senior
    Work experience placement
    Work at office
    Local area

    Focus Financial Partners Inc.

    Boston, MA
    5 days ago
  •  ...Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate with 4+ years of experience for their Boston office. This...  ...entails working with high-net-worth individuals on complex estate planning and trust administration matters. Candidates must be barred... 
    Senior
    Work at office

    Marina Sirras & Associates LLC

    Boston, MA
    5 days ago
  •  ...A prestigious legal firm is looking for a senior associate to support its Trusts & Estates practice in Boston. This role involves managing complex estate and tax planning, providing counsel on trust and estate matters, and collaborating across practices. The ideal candidate... 
    Senior

    Advocates Legal Recruiting

    Boston, MA
    5 days ago
  •  ...United States | Posted on 04/16/2026 Our AmLaw 100 client is hiring a senior associate for its Boston Trusts & Estates practice. What this role covers Advanced estate, gift, and income tax planning Estate and trust administration Financial modeling tied to planning strategies... 
    Senior
    Work at office

    Advocates Legal Recruiting

    Boston, MA
    3 days ago
  • 001 The Northern Trust Company is looking for a Wealth Strategist / Client Development Sales Executive in Boston, Massachusetts. This role involves cultivating...  ...and comprehensive benefits, including retirement plans and health insurance. #J-18808-Ljbffr 001 The Northern... 

    001 The Northern Trust Company

    Boston, MA
    1 day ago
  • Northern Trust Corp is seeking a Sr. Wealth Strategist in Boston to drive business development and cultivate relationships with ultra high net worth clients. The role involves implementing tailored wealth management strategies, ensuring client satisfaction, and managing... 

    Northern Trust Corp

    Boston, MA
    4 days ago
  • $200k - $250k

     ...retirees make smarter retirement tax planning decisions. This is NOT a...  ...a “hard closer.” They are a trusted advisor, a confident...  ...in retirement tax planning and wealth strategy solutions. Position Overview: As a Senior Wealth Strategy Consultant, you... 
    Senior
    For contractors
    Remote work
    Flexible hours

    Curvion Blue

    Boston, MA
    6 days ago
  •  ...BCG Attorney Search is looking for a highly experienced estate planning attorney in Boston, MA. The ideal candidate will manage complex estate and business succession planning for high-net-worth individuals and families. Responsibilities include drafting sophisticated... 
    Senior

    BCG Attorney Search

    Boston, MA
    4 days ago
  • $225k - $325k

     ...full-time Client Portfolio Manager to collaborate with the Investment Team. The role involves managing client portfolios and building trusted relationships with ultra-high-net-worth individuals and institutions. Candidates should possess a Bachelor's degree, preferably an... 
    Senior
    Full time

    SCS Financial

    Boston, MA
    4 days ago
  • Iterative Health is looking for a Senior Clinical Research Specialist to enhance clinical trial operations for our partner sites across...  ...AI-powered solutions. Responsibilities include serving as a trusted advisor, optimizing site performance, and leading training efforts... 
    Senior

    Iterative Health

    Cambridge, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Strategist: Estate & Trust Planning. Be the first to apply!