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Wealth Planning Advisor
Kforce Cambridge, MA
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$67k-100k (estimate)
Full Time 1 Week Ago
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Kforce is Hiring a Wealth Planning Advisor Near Cambridge, MA

DescriptionA Kforce client is seeking to hire a Wealth Planning Advisor in Boston, Massachusetts (MA). Summary: This is an excellent client-facing opportunity combining technical expertise and excellent communication. If you want to be a part of one of the fastest-growing wealth management platforms in the United States with an incredible local impact, this is for you. Responsibilities include: * Wealth Planning Advisor will work with sophisticated clients on solutions for complex planning issues and opportunities * Consult on trust, estate, tax, retirement, investment, and charitable strategies * Actively partner with internal colleagues to integrate planning solutions for existing and prospective clients * Estate Planning * Trust Administration * Financial Planning * Develop New BusinessRequirements* Bachelor's degree; Master's degree preferred * 7 years of related experience * Practice in Trust and Estates required * Demonstrated expertise in estate and gift tax planning, wealth transfer planning, and income tax planning * Outstanding oral and written communication skillsJob TypeDirect HireCompensation170000 - $230000

Job Summary

JOB TYPE

Full Time

SALARY

$67k-100k (estimate)

POST DATE

05/06/2024

EXPIRATION DATE

05/19/2024

WEBSITE

kforce.com

HEADQUARTERS

FORT WORTH, TX

SIZE

1,000 - 3,000

FOUNDED

1962

TYPE

Public

CEO

JOSH EDWARD

REVENUE

$1B - $3B

INDUSTRY

Business Services

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About Kforce

Kforce is a professional staffing firm that matches job seekers and employers in the areas of technology, finance, accounting and healthcare.

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