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Senior Trust & Wealth Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor in Boston seeks an experienced Senior Financial Advisor to manage assigned client accounts including trusts, estates, and personal retirement plans. You will develop comprehensive strategies, explain documents, and advise on banking, gifting, and tax matters.
You will expand the client base, work independently on complex issues, gather financial information, prepare recommendations, and present to individual and institutional clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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