<Back to Search
Wealth Management Associate
Somerville, MAApril 2nd, 2026
This is an exciting opportunity for a sophisticated Wealth Management Associate to join a highly ranked practice in Boston, the firm are known for their exceptional client service and expertise.Our client is is seeking an experienced Estate Planning Attorney to join their high-touch multi-family office, providing tailored estate, philanthropic, and tax planning services to ultra-high net worth clients. The ideal candidate will have a minimum of three years of experience in sophisticated estate planning and gift and estate tax analysis, demonstrating excellent professional judgment and strong tax drafting skills. Responsibilities include developing long-term estate planning strategies, drafting necessary documents, advising on lifetime gifts, and managing estate and trust administration matters while collaborating with in-house investment and trust professionals.Focus on sophisticated estate planning and gift and estate tax analysis.Help some of the world's wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in-house investment and trust administration professionals.Work with ultra-high net worth clients on various sophisticated wealth planning issues, including: Developing long-term estate planning strategies Drafting estate planning documents Advising on lifetime gifts Handling estate and trust administration matters Assisting with advising family businesses and charitable organizationsThe Benefits and How to ApplySalary offered up to $435,000 (bracket is negotiable, depending on experience)Hybrid working arrangementDental Insurance401(k) Retirement planLife InsurancePaid Time OffParental LeaveCommuter benefitsApply in the strictest of confidence online or via telephone – there is no need for a resume for an initial conversation.Contact: Robert Holland, Recruitment ConsultantWhatsApp: +44 7951 097 638Email:
Showing all 1,566 matching similar jobs
- Cyber Strategy, Risk & Compliance - AI Engineering for Cybersecurity - Manager
- Financial Risk Strategic Change Management, Vice President
- Market Risk Manager - Capital Markets, VP
- Technical Product ManagerBurlington, MAMarch 31st, 2026
- Oil Sales and Service Rep I
- Deal Desk Manager
- Buyer
- Banker Analyst - Multinational Corporations - Analyst
- Associate, Client Service Management I
- Senior Underwriter, Financial Institutions
- Senior Manager, Cost Accounting
- Strategic Treasury Partner
- Accounts Payable, Sr. Associate: High Volume Finance
- People & Finance Coordinator
- Sr. Associate - Treasury Data Analytics
- Business Banking Relationship Manager III
- Vice President of Accounting and Finance
- FP&A Intern
- Associate Vice President and Wealth Advisor
- Securities Services - Investment Middle Office Onboarding - Associate
- Partner, Head of AI and Strategy
- NetSuite Practice Lead
- General Clerk III
- Vice President of Portfolio M & A
- Vice President, Field Finance
- Vice President, Accounting Advisory
- Managing Director, Executive RecruitingEast Boston, MAApril 1st, 2026
- Associate Vice President, Third Party Risk ManagementEast Boston, MAApril 1st, 2026
- Head of Audit
- Head of Strategic Banking Partnerships (Fractional)
- Vice President, R and D Finance
- Managing Partner, Technologyconfidentialpromoters of performing arts sports and similar eventsjustice public order and safety activitiescommercial and industrial machinery and equipment rental and leasingagents and managers for artists athletes entertainers and other public figuressemiconductor and other electronic component manufacturingEast Boston, MAApril 1st, 2026
- Associate General Counsel
- Chief Commercial Officer (CCO)
- Buyer
- Senior Financial Advisor, House AccountsWaltham, MAApril 1st, 2026
- Operations Associate - Trade Processor
- Finance Systems Manager
- Innovation Strategy & Market Intelligence Analyst
- Residential Sales RepresentativeArlington, MAApril 1st, 2026