Senior Wealth Planner: Trusts, Tax & Estate Strategy

A leading financial services firm in Boston seeks a Vice President, Wealth Planner. In this role, you'll use your deep understanding of tax and estate laws to advise clients on complex planning strategies. You'll partner closely with advisors and management to create and implement effective client solutions. Successful candidates will have strong communication skills, attention to detail, and the ability to work independently while supporting the goals of the team. A competitive rewards package and benefits are offered. #J-18808-Ljbffr