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Wealth Management

VP, Wealth Planner - Tax & Estate Strategy

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Squillace & Associates, P.C.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 250000 USD Yearly USD 200000.00 250000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Boston is seeking a Vice President, Wealth Planner to provide comprehensive and tailored wealth planning advice. The candidate should have a strong grasp of tax and trust laws to effectively communicate with clients and advisors. They will develop strategies in collaboration with field management, presenting content on wealth management topics and maintaining up-to-date knowledge of tax laws.

The ideal candidate will have a 4-year degree with relevant certifications, strong communication skills, and a passion for client service.
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