Senior Private Trust & Estate Planner
$124.28k - $186.16kTD Bank ATM
Une grande institution financière à Boston recherche un Senior Trust Advisor pour administrer des comptes de fiducie et établir des relations solides avec les clients. Le candidat idéal aura plus de 7 ans d'expérience dans la gestion de patrimoine, une connaissance approfondie des testaments et des successions, et de fortes compétences en vente. Ce rôle exige de développer des stratégies financières personnalisées pour répondre aux besoins des clients tout en atteignant des objectifs de vente. Le package salarial est compétitif, situé entre 124 280 et 186 160 USD par an. #J-18808-Ljbffr TD Bank
$124.28k - $186.16k
TD Bank Group (TD) in Boston, Massachusetts, seeks a Senior Trust Advisor to manage assigned accounts including trusts and estates. This role involves developing comprehensive financial plans, maintaining strong client relationships, and achieving sales goals. The ideal...Senior$119.6k - $178.88k
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...Senior- Marshall Graham is seeking an experienced estate planner who will craft advanced tax strategies for high-net-worth individuals. The role offers... ...and over five years of experience in estate planning and trust administration. This position also emphasizes hybrid flexibility...SeniorPrivate
- TD Bank Group (TD) is seeking a Senior Trust Advisor in Boston, Massachusetts to administer and retain client accounts, build strong relationships... ...strategies. The role involves engaging with clients on estate planning, tax matters, and achieving sales goals through...SeniorPrivate
$115.44k - $186.16k
TD Bank is seeking a PCS Senior Trust Advisor located in Boston, Massachusetts. The role involves administering complex accounts, developing financial strategies, and maintaining strong client relationships. Candidates should have a bachelor's degree and over seven years...SeniorPrivate- ...inside a nationally recognized firm where private wealth strategy meets the complexity of... ...families navigating both. 5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D... ...transactions Drafting sophisticated trust instruments, estate planning documents, and...SeniorPrivatePrivate practice
- Job Description The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships. Establishes and maintains strong business relationships with clients, determines their...SeniorPrivateWork experience placementWork at officeLocal area
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership... ...Trusts & Estates Attorney (10+ years) to join its growing private client practice in Boston. This is an opportunity to step...SeniorPrivate practice- 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, CPA...Senior
$70k - $110k
We’re looking for a full‑time Senior AI Design Strategist to join the Marketing Design... ...across AI‑generated content. Serve as a trusted resource for team members — mentor and enable... ...by the Inc. 5000 Fastest‑Growing Privately Held Companies, Adweek 100 Fastest‑Growing...SeniorPrivateFull timeTemporary workSummer workWork at officeLocal areaRemote work- TD is seeking a Senior Trust Advisor in Boston, MA who will manage and retain client accounts, ensuring strong client relationships and achieving... ...and communication. This role includes responsibilities in estate planning, gifting, and tax matters. TD offers equal...SeniorPrivate
- #LI-DE1 #LI-Hybrid Our Real Estate practice is one of the largest practices in New England... ..., dynamic industry. We are proud to be trusted advisors to many prominent offices, labs,... ..., developers, REITs, family offices, private equity investors, and operating companies...SeniorPrivateLocal area
$98k - $163k
...Clearance Required : Ability to Obtain Public Trust What You Will Do : Senior Consultants help our healthcare clients transform their... ...partnerships and/or resource sharing between public and private and/or public and public healthcare entities Experience...SeniorPrivateContract workTemporary workFlexible hours- ...Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and... ...their entities (operating businesses, private foundations, etc.). Our role is to work... ...a plus. As a Vice President, Wealth Planner within J.P. Morgan Wealth Management, you...PrivateWork at officeLocal area
- ...firm in Boston seeks a Partner or Principal with over 10 years of experience in top-tier consultancies or direct involvement with Private Equity. The ideal candidate will have a track record in corporate strategy, operational due diligence, and technology consulting. This...SeniorPrivate
- Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing financial plans, participating in client meetings, and building community relationships. Required qualifications...SeniorPrivate
- * Leads client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a...SeniorPrivate
- ...Investments practice. This role involves providing tax compliance and consulting services to clients in venture capital, private equity, hedge funds, and real estate markets. The ideal candidate will have significant experience in tax, particularly with alternative investments,...SeniorPrivate
$75k - $90k
A top national law firm in Boston is seeking a Private Client Assistant. This role requires 5+ years of legal administrative experience, preferably in the Private Client or Estate Planning areas. Responsibilities include managing administrative tasks, supporting attorneys...SeniorDaily paid- ## PCS Senior Trust Advisor - Boston, MAApplyremote type: On Sitelocations: Boston, Massachusetts... ...:**TD Wealth**Job Description:**The Private Client Services (PCS) Senior Trust Advisor... ...assigned accounts, including trusts, estates, personal retirement and agency relationships...SeniorPrivateWork experience placementWork at officeLocal areaWork from homeFlexible hours
$80k - $284.05k
...to the company’s success. R217712 Job Profile As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based in Boston, MA. PNC... ...Develops, consults on and implements tax, estate and financial plans for clients, including those of the...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office$145k - $225k
Jobot is seeking a Trusts & Estates Associate Attorney in Boston, Massachusetts. The role involves managing estate planning matters for high-net-worth individuals, drafting estate documents, and collaborating with attorneys. Candidates should have a minimum of 4 years...Senior$140k - $175k
A private lending platform in Boston is seeking an experienced professional focused on construction and bridge business lending. The role involves overseeing client onboarding, managing loan processes, and collaborating with multiple teams to optimize client experiences...SeniorPrivate$98k - $156.8k
Morgan, Lewis & Bockius LLP is seeking an Estate Accountant for their Private Client Group in Boston. This role involves fiduciary accounting tasks, including... .... Strong communication skills and proficiency in trust accounting systems like CCH and GEMS are essential. The position...$220k - $250k
...A nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Boston office. The salary range may be $220,000-$250,000 , depending on a variety of factors. This is an excellent opportunity...Work at officeRemote work2 days per week- A legal services firm in Boston is seeking a Trust & Estates Executive Assistant to provide high-level administrative support to attorneys. The ideal candidate will have over 7 years of experience and expertise in Microsoft Word, Outlook, PowerPoint, and Excel. Responsibilities...Senior
$140k - $160k
...competitive salary range of $140,000 to $160,000 plus bonus. Key responsibilities include preparing and reviewing estate tax and fiduciary income tax returns, analyzing trust documents, and collaborating on tax-efficient strategies. Candidates should possess a bachelor's degree...Senior- Liberty Mutual in Boston, Massachusetts seeks a Senior Analyst/Consultant for its Property & Specialty Product Management team. This role will shape the next generation of insurance products while influencing product strategy across a wide portfolio. The ideal candidate...Senior
- PMA Consultants in Braintree, Massachusetts is hiring a Senior Construction Claims Analyst. This essential role involves leading claims... ..., and advising on various project types in the public and private sectors. Comprehensive benefits and development opportunities are...SeniorPrivateFor contractors
$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm...Private practiceRemote work2 days per week
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