Wealth Management Jobs in Boston

Location: Boston, MA (Hybrid: 3 days in-office, 2 days remote with manager approval)Job Overview: Our client is seeking a Trust Advisor to join their Fiduciary Services team. This role involves supporting Trustees and Clients by managing various needs with minimal supervision. The ideal candidate will be adept at navigating different personalities ...

An exclusive wealth management firm in Boston is looking to grow their Tax Advisory team by bringing on new Tax Advisors to sit in a client-facing seat.Responsibilities: - Prepare tax returns for high net worth individuals (complex income tax returns, trusts, fiduciary, gifts)- Act as the client point of contact to present financial and tax plannin...