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Senior Trust Advisor: Private Wealth & Estate Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Senior Trust Advisor in Boston, Massachusetts. The ideal candidate will manage complex client accounts, focusing on trusts and estates, while developing comprehensive financial strategies to meet client goals.
The role requires a Bachelor’s degree, 7+ years of relevant experience, and strong sales skills. The company emphasizes relationship management and the ability to train less experienced staff.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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