Manager, Wealth Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-18
Listing for:
Squillace & Associates, P.C.
Full Time
position Listed on 2026-09-18
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
- Develop comprehensive wealth plans covering investments, tax, estate, retirement, philanthropy, and wealth transfer.
- Lead, manage, and mentor a team of Wealth Planners, fostering a high-performance, collaborative culture and supporting their professional development.
- Analyze clients' financial situations and recommend customized planning strategies.
- Present planning recommendations and guide clients on complex financial decisions.
- 15–20 years of experience developing comprehensive wealth plans for high net worth clients
- Deep expertise in wealth planning, estate planning, trust strategies, and broader wealth management solutions
- Strong collaborative mindset with the ability to partner effectively across investment, relationship management, and other cross functional teams.
- Demonstrated executive presence with the ability to influence senior leaders and serve as a trusted advisor to high net worth clients.
- Exceptional communication and interpersonal skills, with the ability to translate complex wealth planning strategies into clear, compelling advice.
- Proven ability to build and lead high performing teams, develop talent, and foster a collaborative, high performance culture.
- CFP, CPA, or JD preferred
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