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Wealth Management Financial Consultant

Wealth Planning Leader - Tax, Trusts & Estate Strategy

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Vice President, Wealth Planner in Boston. This role requires expertise in tax and trusts, along with strong communication skills to provide tailored advice to clients. Responsibilities include developing strategies and collaborating with advisors to enhance client relationships. The ideal candidate has a relevant degree and certification, with a self-motivated and detail-oriented approach.

Competitive compensation and comprehensive benefits are provided.
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