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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
Full Time
$67k-100k (estimate)
05/06/2024
05/19/2024
kforce.com
FORT WORTH, TX
1,000 - 3,000
1962
Public
JOSH EDWARD
$1B - $3B
Business Services
Kforce is a professional staffing firm that matches job seekers and employers in the areas of technology, finance, accounting and healthcare.