Trust Advisor

An exceptional opportunity has opened with one of Boston’s most respected law firms for an experienced Trust Advisor ready to work with sophisticated, multi-generational families and high-net-worth clients. If you’re looking to elevate your career in a collaborative, highly regarded wealth management environment, this is a role you won’t want to miss.

You’ll serve as a trusted advisor, overseeing complex trust, estate, investment management, IRA, foundation, and partnership accounts while partnering closely with clients, attorneys, tax professionals, and investment advisors. This role offers the opportunity to make a meaningful impact by guiding financial, estate, and wealth planning strategies while delivering an exceptional client experience.

The ideal candidate brings a background in finance, accounting, or law, at least three years of experience working with high-net-worth clients, and a strong understanding of trusts, estate planning, investments, and tax matters. Strong analytical, relationship management, and project management skills are essential.

In return, you’ll join a firm known for its outstanding culture, professional development opportunities, comprehensive benefits, discretionary bonus, and long-term career growth. Compensation ranges from $120,000–$185,000 +bonus and offers a hybrid working environment.

If you’re seeking a prestigious opportunity where your expertise will be valued and your career can thrive, we’d love to hear from you. Apply today.

Job Code: 18900