Senior Wealth Planner: Tax & Estate Strategy
Aumni
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, J.D., or LLM is required. Strong communication skills and the ability to work with diverse client profiles are necessary. The position offers a competitive total rewards package, including comprehensive health coverage, retirement savings, and more. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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