Wealth Management Attorney

2 weeks ago


Boston, Massachusetts, United States Elgen Staffing Full time
Job Opportunity

We are seeking an experienced Wealth Management Attorney to join our team at Elgen Staffing in Boston.

The ideal candidate will have a minimum of 3-5 years of experience in sophisticated estate planning and trust administration.

Key Responsibilities:

  • Develop comprehensive estate planning strategies for high-net-worth individuals.
  • Draft and review estate planning documents, including wills, trusts, and powers of attorney.
  • Manage estate and trust administration matters, including probate and estate tax planning.
  • Provide investment management advice and oversee income tax planning and return preparation.
  • Build and maintain strong relationships with clients and their families.

Requirements:

  • Minimum of 3-5 years of experience in estate planning and trust administration.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently in a fast-paced environment.

We are committed to finding the best candidates for our clients and providing exceptional service to our clients and candidates alike.



  • Boston, Massachusetts, United States Elgen Staffing Full time

    Job OpportunityWe are seeking an experienced Wealth Management Attorney to join our team at Elgen Staffing in Boston.The ideal candidate will have a minimum of 3-5 years of experience in sophisticated estate planning and trust administration.Key Responsibilities:Develop comprehensive estate planning strategies for high-net-worth individuals.Draft and review...


  • Boston, Massachusetts, United States Deerpath Capital Management Full time

    Job Title: Director, Global Private WealthDeerpath Capital Management is seeking a highly experienced and skilled Director, Global Private Wealth to join our team. As a key member of our investment team, you will be responsible for developing and executing strategies to drive growth and profitability in our private wealth business.Key...


  • Boston, Massachusetts, United States Deerpath Capital Management Full time

    Job Title: Director, Global Private WealthDeerpath Capital Management is seeking an experienced professional to lead our global private wealth efforts. As a key member of our investor relations team, you will be responsible for developing and maintaining relationships with institutional investors, including community banks, regional banks, and global...


  • Boston, Massachusetts, United States The Colony Group Full time

    Unlock Your Potential as a Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As a Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Collaborate with senior partners to deliver exceptional client service and build...


  • Boston, Massachusetts, United States Berkshire Bank Full time

    Job Summary:We are seeking a highly skilled Wealth Management Professional to join our team at Berkshire Bank. As a key member of our Wealth Management team, you will be responsible for implementing and delivering a full range of services to clients, including financial planning and fiduciary services. Key Responsibilities: Maintain existing client...


  • Boston, Massachusetts, United States New England Legal Search Full time

    Attorney Opportunity in Estate Planning and Trust AdministrationPremier wealth management firm in Greater Boston seeks an experienced attorney to provide expert advice on estate plans and design strategies to help clients achieve their financial goals. As a key member of the team, you will act as the lead relationship manager for several client families,...


  • Boston, Massachusetts, United States Citizens Full time

    Job SummaryCitizens Private Bank is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and building long-term relationships with high net worth individuals and families.Key ResponsibilitiesManage a portfolio of high net worth...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:The RoleWe are seeking a seasoned leader to drive the development and commercialization of Fidelity's Wealth Management offerings. If you have a passion for shaping and growing our business, we want to speak with you.The VP, Core Wealth Offerings role leads the definition and development of our offerings and enables commercialization...


  • Boston, Massachusetts, United States Charles Schwab Full time

    Unlock Your Potential as a Senior Manager, Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Senior Manager, Wealth...


  • Boston, Massachusetts, United States Citizens Full time

    Job Title: Private Wealth AdvisorCitizens Private Bank is seeking a Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for providing planning and solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.Responsibilities:Manage the Senior Banker's book of businessGrow the deposit, wallet share, and...


  • Boston, Massachusetts, United States Citizens Full time

    Job SummaryCitizens Private Bank is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesManage and grow the Senior Banker's book of business, including deposit, wallet share, and...

  • Private Wealth Manager

    12 hours ago


    Boston, Massachusetts, United States Citizens Full time

    Job SummaryCitizens Private Bank is accelerating its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.We are seeking a talented individual with a demonstrated track record of delivering exceptional client experiences, resulting in long-term client loyalty.Citizens Private Wealth manages and...


  • Boston, Massachusetts, United States Berkshire Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our Asset Management team at Berkshire Bank. As a key member of our team, you will be responsible for implementing and delivering a full range of services to clients, including financial planning and fiduciary services.Key ResponsibilitiesMaintain existing client relationships...

  • Senior Wealth Advisor

    16 hours ago


    Boston, Massachusetts, United States Charles Schwab Full time

    About the RoleAs a Senior Manager, Wealth Advisor with Schwab Wealth Advisory, you will play a critical role in delivering exceptional client experiences and driving business growth. This is an opportunity to leverage your expertise in wealth management and investment advisory to make a meaningful impact on clients' lives.Key ResponsibilitiesProvide...


  • Boston, Massachusetts, United States Rubin And Rudman Llp Full time

    Job OpportunityRubin and Rudman LLP, a prominent mid-size law firm in Boston, is seeking a senior-level attorney to join its Trusts and Estates practice. As one of the largest and most renowned trusts and estates practices in Massachusetts, this group is a cornerstone of our firm's success.The ideal candidate will have a minimum of five years of experience...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description & Program OverviewAre you interested in exploring a career with Merrill Wealth Management at Bank of America? At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country.Each day, we connect with millions of clients through a growing specialist workforce and our world-class digital...


  • Boston, Massachusetts, United States Morgan Lewis Full time

    Job Title: Attorney Recruiting ManagerMorgan Lewis, a leading global law firm, is seeking an experienced Attorney Recruiting Manager to join our team. As a key member of our recruiting team, you will be responsible for managing all non-partner attorney recruiting, including law student recruiting, lateral attorney hiring, and the summer associate program for...


  • Boston, Massachusetts, United States Morgan Lewis Full time

    Job Title: Attorney Recruiting ManagerMorgan, Lewis & Bockius LLP, a leading global law firm, is seeking an experienced Attorney Recruiting Manager to join our team.About the RoleWe are looking for a highly skilled and motivated individual to manage all non-partner attorney recruiting, including law student recruiting, lateral attorney hiring, and the summer...


  • Boston, Massachusetts, United States Vanguard-IP Full time

    Job SummaryVanguard-IP is seeking an experienced attorney to manage and supervise patent prosecution, due diligence, and FTO work. The ideal candidate will have prior experience in running day-to-day supervision and training of technical specialists and junior attorneys, working on prosecution, due diligence, FTO, counseling matters, and handling large...


  • Boston, Massachusetts, United States Citizens Full time

    Job DescriptionCitizens Private Bank is seeking a talented individual to join our team as a Private Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing planning and solutions to high net worth and ultra high net worth clients.Key Responsibilities:Manage a portfolio of high net worth and ultra high net worth...