Elite Wealth Planner — Tax & Estate Strategy Leader
$80k - $284.05kPNC Bank
PNC is seeking a Senior Wealth Strategist in Boston, MA, responsible for developing and implementing complex financial plans for clients. The role requires strong relationship management skills and 8+ years of industry experience. Candidates should possess a JD and demonstrate capabilities in capital management and decision-making. PNC offers diverse benefits and a supportive in-office culture. The position's salary ranges from $80,000 to $284,050 based on experience and market conditions. #J-18808-Ljbffr PNC
- 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...Tax
- A leading financial services firm in Boston seeks a Vice President, Wealth Planner. You will provide comprehensive wealth planning advice and serve as a resource on tax and trust strategies. The ideal candidate holds a 4-year degree and a CFP, CPA, J.D., or LLM. Strong...Tax
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas... ...As a Vice President, Wealth Planner within J.P. Morgan Wealth Management... ...to solidify regional strategies and subsequently advise the field...TaxWork at officeLocal area
$119.6k - $178.88k
...this role. Line of Business TD Wealth Job Description The Wealth... ...delivering financial, trust and estate planning services as well as... ...of trust and estate planning strategies and coordinates the implementation... ...planning (e.g., retirement, tax, estate planning, other) inquiries...TaxWork at officeLocal areaFlexible hours- ...WealthJob Description:The Wealth Strategist focuses... ...delivering financial, trust and estate planning services as... ...and estate planning strategies and coordinates the... ...planning (e.g., retirement, tax, estate planning, other... ...committed to being a leader in client experience, that...TaxWork at officeLocal areaWork from homeFlexible hours
$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing their... ...recommending investment strategies, and collaborating with tax professionals. The position requires at least 8 years of...TaxRemote job$137.4k - $240.4k
...At Northern Trust, our Wealth Strategist position is... ...development, solutions sales strategy, and execution of our... ...actively engage as a leader for local civic and... ...attorneys) on the benefits of estate planning services,... ...of wealth transfer and tax planning strategies. Check...TaxLocal area$137.4k - $240.4k
...At Northern Trust, the Wealth Strategist / Client Development... ..., solutions sales strategy, and execution of a... ...attorneys) on the benefits of estate planning services,... ...of wealth transfer and tax planning strategies.... ...including attorneys, estate planners, and CPAs. You have...TaxLocal area- A leading global tax consulting firm is seeking a Private Wealth Services Tax Manager in Boston, MA. This role involves managing complex tax returns for high net worth individuals and providing strategic tax planning. Candidates should have a Bachelor’s in Accounting and...Tax
- ...the next level. As a Wealth Strategist you will be... ...for the use our Wealth Strategy Engagement Model and all... ...banking, investments, tax and wealth transfer strategies... ..., Certified Financial Planner (CFP), and/or Chartered... ...applicable trust and estate planning issues Strong...TaxLocal area
$85k - $100k
.... Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans.... ...industry, including wealth management, financial planning, estate planning and/or tax planning/ preparation experience Preferred Qualifications...TaxContract workLocal areaFlexible hours$85k - $100k
Wealth Planner page is loaded## Wealth Plannerremote type: Hybridlocations: Boston, MAtime type: Full timeposted on: Posted Yesterdayjob... ..., including wealth management, financial planning, estate planning and/or tax planning/ preparation experience**Preferred...TaxContract workTemporary workLocal areaFlexible hours$80k - $284.05k
...contribute to the company’s success. R217712 Job Profile As a Senior Wealth Strategist within PNC's Private Bank organization, you will be... .... Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of the...TaxFull timeTemporary workPart timeWork experience placementWork at office$165k - $200k
Stealth Law Firm, located in Boston, is looking for an Estate Planning Attorney to enhance its trusts and estates practice. This... ...to mid-level attorneys interested in estate planning, wealth transfer strategies, and client advisory work. Responsibilities include drafting...TaxFull time- TD is searching for a Wealth Strategist to develop and deliver financial planning services while supporting the greater TD Wealth team. This role emphasizes building strong client relationships and requires exceptional communication and organizational skills. The ideal...
$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...- ...experience, a Bachelor's degree, and strong skills in sales and communication. This role includes responsibilities in estate planning, gifting, and tax matters. TD offers equal opportunity employment and accommodations for applicants with disabilities. #J-18808-Ljbffr...Tax
$85k - $105k
...participate in the FSA program. Commuter Benefits. Allocate pre‑tax funds towards your commute to save up to 40% per year in transportation... ...the power of logic with magic – a balance of data‑driven strategy and brand‑focused creative. We partner with diverse organizations...TaxTemporary workSummer workWork at officeLocal areaRemote work- ...independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+... ...comprehensive wealth management across tax and estate planning, financial planning,... ...including individual securities, fixed income strategies, high-quality ETFs, and a full suite of...TaxWork at office
- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...Tax
- Accenture is looking for a ServiceNow Business Process Manager in Boston, MA. This role demands 4+ years of experience with ServiceNow and leading workshops focused on requirements gathering and process improvement. You'll deliver best practices to clients while collaborating...
- Wealth Planning Strategies page is loaded## Wealth Planning Strategiesremote type: Hybrid Flexlocations... ...business results. This job is a thought leader recognized both within and outside the... ...issues, liquidity needs and tax implications to devise customized financial...TaxWork experience placementWork at office
- ...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 will have a background in insurance product management, strong analytical skills, and...
$55k - $75k
...planning, helping ensure life insurance strategies are fully integrated into comprehensive... ...of overall financial plans (retirement, estate, tax, and risk management) Conduct product research... ...strategies, including protection, wealth transfer, and supplemental income concepts...TaxExtra income$137.4k - $240.4k
...clients and their attorneys on the benefits of estate planning products/services. Analyzes... ...the appropriate plan for estate taxes. Utilizes knowledge of inheritance gift,... ...within the organization is encouraged, senior leaders are accessible, and you can take pride in...TaxWork experience placementLocal areaFlexible hours$115k - $150k
A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over seven years of experience with... ...external advisors, and implementing comprehensive strategies. This position offers a competitive salary...Work at office$120k - $127k
A national tax consulting firm in Boston is seeking a Core Tax Services Manager to advise clients on tax implications and compliance while managing complex ASC 740 issues. You will develop tax strategies, ensure compliance, and supervise teams. The ideal candidate should...Tax- Axon is looking for a Senior Manager, Tax Technology to enhance global tax systems and processes. This experienced professional will identify opportunities for automation and efficiency within a complex environment, collaborating with cross-functional teams including Tax...Tax
$190.9k - $254.6k
McKinsey & Company in Boston seeks a Payroll Leader to oversee end-to-end payroll strategy for the U.S. and Canada, ensuring compliant and timely delivery for... ...in U.S. payroll operations, strong knowledge of tax regulations, and a background in managing payroll systems...Tax$95.5k - $195.4k
Crowe in Boston is seeking a motivated Federal Tax Manager for their Lead Tax Services group. Responsibilities include delivering tax consulting services, conducting research, and managing compliance processes for a diverse clientele. This role offers an opportunity to...Tax
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