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Wealth Planner VP - Tax & Estate Strategy Leader

Wealth Planner VP - Tax & Estate Strategy Leader

Squillace & Associates, P.C.Boston, MA, United States
2 days ago
Job type
  • Full-time
Job description

A leading financial services firm is looking for a Vice President, Wealth Planner in Boston, Massachusetts. The role involves providing comprehensive wealth planning advice, collaborating with advisors, and presenting wealth management strategies. Ideal candidates have a strong background in tax and estate planning, excellent communication skills, and a proactive approach to client relationships. Attractive compensation and diverse benefits are offered.

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Wealth Planner • Boston, MA, United States

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