Wealth Management Associate
Choate, Hall & Stewart LLP
This is an exciting opportunity for a sophisticated Wealth Management Associate to join a highly ranked practice in Boston, the firm are known for their exceptional client service and expertise. Our client is is seeking an experienced Estate Planning Attorney to join their high-touch multi-family office, providing tailored estate, philanthropic, and tax planning services to ultra-high net worth clients. The ideal candidate will have a minimum of three years of experience in sophisticated estate planning and gift and estate tax analysis, demonstrating excellent professional judgment and strong tax drafting skills. Responsibilities include developing long-term estate planning strategies, drafting necessary documents, advising on lifetime gifts, and managing estate and trust administration matters while collaborating with in-house investment and trust professionals. Focus on sophisticated estate planning and gift and estate tax analysis. Help some of the world's wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in‑house investment and trust administration professionals. Work with ultra-high net worth clients on various sophisticated wealth planning issues, including: Drafting estate planning documents Advising on lifetime gifts Handling estate and trust administration matters Assisting with advising family businesses and charitable organizations The Benefits Salary offered up to $435,000 (bracket is negotiable, depending on experience) Hybrid working arrangement Life Insurance Paid Time Off #J-18808-Ljbffr Choate, Hall & Stewart LLP
$28k - $125k
...team of Financial Advisors Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are... ...5929421.1 (9/23)(Exp.9/25) Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function...SuggestedFull timeTemporary workLocal areaRemote work- About the program Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced... ...to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch...SuggestedFull timeApprenticeshipWork at office
- Job Overview A law firm seeks an Experienced Wealth Management Associate in Boston, MA. The role involves providing sophisticated estate planning and tax analysis for ultra‑high net worth clients, collaborating with a team of investment and trust administration professionals...SuggestedWork at office
- ...of products and services that can help create, accumulate and conserve wealth. Our company has offices in Newton, Massachusetts and South Windsor, Connecticut and is actively recruiting new associates. Qualifications We are seeking highly motivated, success-oriented...SuggestedWork at officeWorldwide
- ...touch engagements and strategic initiatives. As a Business Management Senior Associate supporting the Client Specialist organization, you’ll help... ...manage multiple shifting priorities Understanding of the wealth management business and client growth drivers Preferred...SuggestedWork at officeShift work
- HarbourVest Partners in Boston is seeking an Associate, Global Private Wealth, National Accounts - Platform Enablement to support onboarding and relationship management across private wealth platforms. You will produce materials, coordinate with Legal, Compliance, Operations...
$68k - $120k
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients,...Temporary workLocal area- ...requires a Bachelor's degree, appropriate licenses, and a commitment to valued-driven service. Training and development opportunities will enable you to excel in the wealth management field, supported by stable pay and potential commissions. #J-18808-Ljbffr Equitable Advisors
- A leader in wealth management is seeking a Wealth Management Associate to join their Retirement Benefits Group in Boston, MA. This part-time role involves client engagement, consultation on financial products, and the opportunity for professional development. Ideal candidates...Part timeFlexible hours
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...
$80k - $120k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Wealth Management Associate Full Time Professional Canton, MA, US Salary Range: $80,000.00 To $120,000.00 Annually Gray Private Wealth About Our Firm...Full timeWork at officeImmediate start$100k - $140k
* Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.... ...related to client execution items and ultimately client relationship management and independent decisions* Business process - understanding of...Permanent employmentWork at office$100k - $140k
A wealth management firm in Boston is seeking a support role for Wealth Advisor. This position involves delivering exceptional client services, preparing client financial plans, and managing client relationships. Candidates should have a Bachelor's degree and 4-8 years...- Gray Private Wealth in Canton, MA seeks a Wealth Management Associate to support client portfolio management and financial planning for high-net-worth clients. This full-time professional role emphasizes superior service, accurate reporting, and timely communication to...Full timeWork at office
$58k - $115k
...POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients...Full timeTemporary workWork experience placementLocal area$68k - $120k
...POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients...Full timeTemporary workLocal area- ...deepen client relationships, uncover development opportunities, and learn from mentors while supporting growth in a high-touch wealth management environment. Role requires active Series 7 and Series 66 licenses, with potential Notary capability. You will help deliver...
- ...At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world... ...a career in Advisory.KPMG is currently seeking aSr. Associate, Strategic Change Management for our Consulting practice.Responsibilities:Lead client...Work experience placementH1bLocal area
$130k - $145k
...workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the... ...5 additional remote days to be used as needed.The Senior Associate, Global Private Wealth Operations will serve as support function to the Head of...Full timeWork at officeLocal areaRemote work1 day per week$52k - $94.12k
...candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. Why... ...to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you...Full timeTemporary workFlexible hours$52k - $84.76k
...and Regulatory Reporting, NPORT Operations Senior Associate, located in either Boston, MA or Kansas City, MO will manage monthly N-PORT and annual N-CEN regulatory... ...Work Program to help you match your needs. And our wealth of development programs and educational support...Full timeTemporary workRemote workFlexible hours- ...At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world... ...a career in Advisory.KPMG is currently seeking a Senior Associate, Workforce Management-UKG to join our AdvisoryServices practice.Responsibilities...H1bLocal area
$80k - $150k
About UsWellington Management offers comprehensive investment management capabilities that... ...seeking a highly motivated and results-driven Associate to join our Venture Growth Evergreen (... ...in a perpetual vehicle targeting the wealth management channel. Private wealth is one...Full timeWork at officeRemote workFlexible hours1 day per week- ...quarter to use at your discretion, subject to manager approval. For example, you may choose to... ...days to be used as needed.The Senior Associate, Client Marketing will shape and deliver... ...for HarbourVest’s Global Private Wealth business. This role translates fundraising...Full timeWork at officeLocal areaRemote workHome office1 day per week
$70k - $140k
...firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more... ...and remotely the remaining days of the week.ABOUT THE ROLEThe Associate, Institutional Business Development provides ongoing support...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$105k - $125k
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in... ...pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary...Casual workWork at officeLocal areaWorldwideFlexible hours3 days per week$37 - $47 per hour
...achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors... ...for our clients around the world! PUTNAM EQUITY ASSOCIATE INTERN - Summer 2027 Eligibility Requirements This...Hourly payPermanent employmentFull timeWork experience placementSummer workInternshipLocal area$70k - $140k
...firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more... ...operating in a lively, client-facing environment.The mission of the Associate Investment Engineer is to support the Investment Strategy...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$100k - $150k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...role will be between $100,000 and $150,000 per year for Associate at the commencement of employment and between $140,000 and...Contract workTemporary workWorldwide
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