Senior Estate & Wealth Transfer Strategist
Listed on 2026-10-07
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Finance & Banking
Regulatory Compliance Specialist, Tax Law -
Law/Legal
Regulatory Compliance Specialist, Tax Law
Corient in Boston, MA is seeking a senior estate planning attorney to serve as the firm’s planning expert for clients with $10M+ in investable assets. You will design sophisticated estate, tax, and wealth transfer analyses and present clear recommendations to Wealth Advisors and clients.
The role requires at least 5 years of law firm estate planning practice, JD, and advanced credentials; CPA/CFP/CPWA/CTFA valued.
This opportunity is for the Senior Estate & Wealth Transfer Strategist role at Corient.
Our organisation is growing, and we are hiring a Senior Estate & Wealth Transfer Strategist in Boston, MA, United States.
This role is for the Senior Estate & Wealth Transfer Strategist role at Corient.
We are seeking a motivated Senior Estate & Wealth Transfer Strategist to join Corient in Boston, MA, United States.
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