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Senior Wealth Strategist: Estate & Trust Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-06
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Wealth Strategist in Boston, MA. This role focuses on delivering financial, trust, and estate planning services, as well as identifying client opportunities for trustee and estate settlement services.
The ideal candidate will possess a Bachelor's degree and over 10 years of industry experience, with strong communication and relationship-building skills. The position also offers a comprehensive Total Rewards package including health benefits and retirement programs.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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