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Senior Wealth Strategist - Estate & Tax Planning (Remote)

New England Legal Search

New England Legal Search represents a large national wealth manager seeking a Senior Wealth Strategist. The attorney will advise UHNW families on estate planning, financial planning, and tax considerations, with a minimum of seven years' experience. The role is primarily remote and located in the Northeast (New York or Boston preferred). Responsibilities include crafting complex estate plans with advisors, meeting families and advisory teams, reviewing plans for efficient wealth transfer, and #J-18808-Ljbffr New England Legal Search

Vacancy posted more than 2 months ago

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