• Location: Boston, Massachusetts
• Type: Perm
• Job #22154

An investment manager in downtown Boston is adding a Wealth Strategist to their Private Client Team.

Position Summary:
The Wealth Strategist works closely with both the Private Client Team to assist in the development of wealth planning strategies, including estate & tax planning matters, relating to prospective and existing clients.   

Responsibilities:

• Develops, consults on, and implements recommendations alongside attorneys & accountants to address HNW/UHNW clients’ complex planning needs
• Conducts in depth  analysis on existing estate planning strategies and provides personalized recommendations
• Assists in creating marketing content including, but not limited to, website articles, client materials, presentations, and webinars
• When applicable, attend client meetings to provide expert advice and support

Desired Experience:

• 7+ years of experience of financial planning, trust, tax & estate planning
• Bachelor’s Degree required
• CFP®, AEP®, J.D., LL.M, MST, CTFA strongly preferred