Senior Wealth Strategist: Estate & Trust Planning
$119.6k - $178.88kTD 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
$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- ...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
$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...SuggestedWork at officeLocal areaFlexible hours- ...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
- 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
$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...SeniorWork at office$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...SeniorWorldwide$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...SeniorRemote work$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‑...SeniorLocal area$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,...SeniorLocal areaFlexible hours- ...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
- ...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
- ...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
- ...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...SeniorWork at office
$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...SeniorLocal area$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...SeniorFull timeTemporary workPart timeWork experience placementWork at office$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...SeniorPrivate practice- ...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,...SeniorPrivate practice
- 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
- ...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
$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...SeniorWork experience placementWork at officeLocal area- ...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...SeniorWork at office
- ...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
- ...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...SeniorWork at office
- 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...
- 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...
$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...SeniorFor contractorsRemote workFlexible hours- ...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
$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...SeniorFull time- 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
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