Senior Wealth Strategist; Estate & Tax Planning - Remote
Remote / Online - Candidates ideally in
Lowell, Middlesex County, Massachusetts, 01856, USA
Listed on 2026-07-27
Lowell, Middlesex County, Massachusetts, 01856, USA
Listing for:
New England Legal Search
Remote/Work from Home
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
-
Law/Legal
Job Description & How to Apply Below
New England Legal Search is assisting a large national wealth manager in adding an attorney with deep estate planning expertise to their team as a Senior Wealth Strategist. The ideal candidate will bring a minimum of 7 years of experience, preferably more, to advise UHNW families on complex matters including estate planning, financial planning, and tax considerations.
Responsibilities include crafting sophisticated estate plans, meeting directly with UHNW families and advisory teams, evaluating
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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