More jobs:
Tax & Financial Planner High-Net-Worth Clients
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-05-24
Listing for:
New England Private Wealth Advisors, LLC
Full Time
position Listed on 2026-05-24
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
New England Private Wealth Advisors, LLC is seeking an experienced Tax & Financial Planning Specialist to join their team in Wellesley, MA. The ideal candidate will have at least 5 years’ experience in tax and financial planning, focusing on high-net-worth clients.
This role involves developing integrated financial plans and identifying tax optimization strategies while maintaining strong client relationships.
Applicants should have a Bachelor’s degree in a related field and excellent communication skills. Interested candidates should submit their resume to
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