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:
- Developing long-term estate planning strategies
- Drafting estate planning documents
- Advising on lifetime gifts
- Handling estate and trust administration matters
- Assisting with advising family businesses and charitable organizations
The Benefits and How to Apply
- Salary offered up to $435,000 (bracket is negotiable, depending on experience)
- Hybrid working arrangement
- Dental Insurance
- 401(k) Retirement plan
- Life Insurance
- Paid Time Off
- Parental Leave
- Commuter benefits
Apply in the strictest of confidence online or via telephone – there is no need for a resume for an initial conversation.
Contact: Robert Holland, Recruitment Consultant
WhatsApp: View phone number on click.appcast.io
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate in Boston, MA vacancy
- ...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 AdvisorsSuggested
$76k - $82k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth... ...developing high‑caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition...SuggestedTemporary workFlexible hours$225k
...years of history and experience, Choate Wealth is a fully integrated, high-touch, multi... ...trustee services and independent investment management advice through Choate Investment... ...track attorneys is $225,000 for first year associates to $435,000 for Principal level attorneys...SuggestedWork at office- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$58k - $115k
POSITION SUMMARYWealth 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, individuals...SuggestedTemporary 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,...Temporary workLocal area- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking...Work experience placementWork at officeLocal areaFlexible hours
$140k - $175k
A wealth management firm located just west of Boston is seeking a Senior Portfolio Associate to provide dedicated support to the Managing Principal's clients. The role involves client onboarding, processing portfolio transactions, and assisting with portfolio reporting...$58k - $115k
Morgan-Stanley in Boston is seeking a Wealth Management Associate to deliver exceptional client service and support Financial Advisors. The ideal candidate will build trusted relationships, assist in business development, and have strong interpersonal skills. Required qualifications...- Riverview Capital Advisers was established in 2006 to meet the wealth management needs of ultra-high net worth individuals and families. We... ...on an ongoing basis. Riverview is seeking an experienced associate to support the wealth management team. This is an opportunity...Work experience placementWork at office
- A wealth management firm in Boston is seeking an experienced associate to join their team. The role involves supporting various wealth management activities including preparing reports, analyzing estate and tax planning needs, and assisting with client interactions. Candidates...
- 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 seeking an experienced Estate Planning Attorney to join their...Work at office
- The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth... ...creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities...
$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...Full timeTemporary workLocal areaRemote work$76k - $82k
Private Wealth Associate page is loaded## Private Wealth Associatelocations: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition... ...id: R0018755**Position Overview**Bernstein Private Wealth Management is a premier investment management firm advising high-net-...Temporary workFlexible hours- ...to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized...Work experience placementLocal areaRemote workFlexible 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...
- Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans...Full timeWork at office
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join...
Confidential
Boston, MA4 days ago - ...Boston is seeking to add to their robust team. The Associate will support a small team of Relationship Managers delivering comprehensive investment advisory... ...towards the CFP a plus 2+ years of client facing, wealth management and financial planning experience Experience...
$60k - $125k
A wealth management firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized financial strategies. Responsibilities include developing financial plans, collaborating with Wealth Advisors, and leading client communications...$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...$90k - $100k
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March...Temporary workWorldwide$68k - $120k
A global financial services firm in Wellesley is seeking a Wealth Management Associate to deliver exceptional service. This role supports Financial Advisors and builds client relationships through various responsibilities including client assistance, marketing support,...$31.5k
...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking...Work experience placementWork at officeLocal areaFlexible hours- A leading global asset management firm is seeking a professional for their high net worth sales desk in Boston. The role involves supporting an External Strategy Specialist, identifying client needs, and providing analytical sales support. Candidates should possess a Bachelor...
$68k - $120k
Position Summary Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and their teams on a daily basis. As senior members of the service team, through regular interactions with...Local area- A financial services firm is seeking a Wealth Management Associate to build relationships and develop tailored financial strategies. This role requires strong interpersonal skills and a bachelor's degree. Responsibilities include engaging clients through networking and...
- A leading financial services firm in Boston is seeking passionate individuals to build client relationships and develop personalized financial strategies. Ideal candidates will hold a Bachelor’s degree, possess essential licenses, and have an entrepreneurial spirit. The...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Associate. Be the first to apply!
Related searches