• Location: Boston MA
• Type: Perm
• Job #26199

Company Overview:
A leading financial services firm specializing in wealth management is seeking a Wealth Strategist to join their Sales & Marketing team. The role focuses on developing wealth planning strategies for high-net-worth and ultra-high-net-worth clients.

Job Responsibilities:

• Develop, consult on, and implement recommendations alongside attorneys & accountants for clients' complex planning needs
• Collaborate with the Private Client team on client engagement and new business opportunities
• Conduct in-depth analysis on existing estate planning strategies and provide personalized recommendations
• Partner with third-party advisors and vendor partners to develop solutions for new client offerings
• Assist in creating marketing content, including website articles, client materials, presentations, and webinars
• Stay current with regulatory changes and provide updates as a subject matter expert to the Private Client team
• Attend client meetings to provide expert advice and support
• Represent the firm to external audiences regarding planning capabilities
• Provide proactive, superior client engagement for clients and prospects

Qualifications:

• 5+ years of experience in financial planning, trust, tax & estate planning
• Bachelor's Degree required
• CFP®, AEP®, J.D., LL.M, MST, CTFA strongly preferred
• Experience in understanding estate structures and related legal documents
• Experience with RightCapital preferred

Compensation:
Salary: $125,000 – $200,000, Plus Bonus