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Senior Wealth Planning Leader High-Net-Worth Clients
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-07
Listing for:
Squillace & Associates, P.C.
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Squillace & Associates, P.C. is seeking an accomplished Wealth Planner Leader to develop comprehensive wealth plans for high net worth clients in the Boston area.
You will guide and mentor a team of Wealth Planners, coordinating across investments, taxes, estate, retirement, and philanthropy. The role requires deep expertise in estate and trust strategies, executive presence to influence senior leaders, and superb communication to translate complex strategies into clear advice.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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