Estate Planning Specialist

4 days ago


Boston, Massachusetts, United States Citizens Full time

We are seeking a dedicated Estate Planning Specialist to join our team at Citizens Private Bank. As an Estate Planning Specialist, you will play a critical role in delivering exceptional wealth management services to ultra-high net worth (UHNW) clients.

Your primary responsibility will be to assist in the creation and implementation of bespoke wealth management strategies that address the complex needs of UHNW clients. This includes developing tailored financial plans that integrate investment, estate, and tax planning strategies.

You will collaborate closely with internal teams, including private bankers, trust officers, and estate planners, to ensure seamless client service. Your expertise will be essential in building lasting relationships with UHNW clients and providing value-added services.

Key qualifications include:

  • Bachelor's degree in Finance, Economics, or a related field (CFP preferred or Series 65).
  • 5+ years of experience in wealth management, financial planning, or a related field, with a focus on UHNW clients.
  • Strong knowledge of investment products, estate planning strategies, and tax optimization for UHNW individuals.
  • Excellent communication and interpersonal skills with the ability to build trust and rapport with UHNW clients.
  • Proven track record in business development and client relationship management.

Estimated Salary: $120,000 - $180,000 per year.



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