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Executive Director, Taiwan Wealth Advisory
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-05-26
Listing for:
TwinThread
Full Time
position Listed on 2026-05-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
Twin Thread is seeking an experienced Senior Wealth Advisor in Worcester, Massachusetts, to enhance our Private Bank's value proposition by guiding clients through various wealth-related aspects such as tax and estate planning. The ideal candidate will have over 10 years of experience in taxation and project management.
Responsibilities include identifying client needs, facilitating solutions with partners, and managing complex structuring projects. Proficiency in Mandarin or Cantonese is a plus. We pride ourselves on fostering a diverse and inclusive work environment.
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