Wealth Planning Advisor
Kforce
A Kforce client is seeking to hire a Wealth Planning Advisor in Boston, Massachusetts (MA).
Summary:
This is an excellent client-facing opportunity combining technical expertise and excellent communication. If you want to be a part of one of the fastest-growing wealth management platforms in the United States with an incredible local impact, this is for you.
Responsibilities include:
* Wealth Planning Advisor will work with sophisticated clients on solutions for complex planning issues and opportunities
* Consult on trust, estate, tax, retirement, investment, and charitable strategies
* Actively partner with internal colleagues to integrate planning solutions for existing and prospective clients
* Estate Planning
* Trust Administration
* Financial Planning
* Develop New Business
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