Senior Wealth Advisor – High Net Worth Clients - Wellesley

We are seeking a senior wealth advisor to join our dynamic, client-centric firm and grow their career by serving high and ultra-high-net-worth clients in a collaborative, planning-driven environment. · Cultivate client relationships through proactive engagement with clients, COIs ...

We seek entrepreneurial, motivated wealth advisors who have a track record of client retention and business development. · ...

This opportunity is designed for a Personal Lines professional who wants depth, autonomy, · and meaningful client relationships—not a call-center service model.You'll work within · a Private Client Group supporting sophisticated personal insurance programs, · where critical think ...

+Job summary · Tax manager role in a tax consulting firm for high net worth individuals and partnerships. · +Preparation of complex individual, partnership, fiduciary and corporate returns. · Review of individual, partnership, fiduciary and corporate returns. · Tax planning for ...

My client in Wellesley MA seeks a full-time Tax Manager with occasional in-office presence but flexible schedule. · ...

Seeking a highly motivated individual to join a well established and growing practice. · ...

Great opportunity with a well-established, Five Star Accredited Insurance Agency Voted as one of the Best Agencies to Work for through the Insurance Journal. · The successful candidate will be a team player with excellent organizational skills and attention to detail. · Including ...

We are looking for an experienced Trust & Estates Attorney (Partner Level) to join our team. This role requires extensive expertise in estate planning, trust administration and advanced tax strategies. · ...

The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. · This strategic role provides expertise across advanced planning topics – incl ...

The Financial Planning Director partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. · This strategic role provides expertise across advanced planning topics – including ...

We are looking for an experienced Senior Tax Accountant to join our team on a contract basis. · This role involves handling various tax preparation tasks. · The position is based in the Needham area, with flexibility for remote work and occasional in-office collaboration. · ...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision th ...

Great opportunity with a well-established, Five Star Accredited Insurance Agency Voted as one of the Best Agencies to Work for through the Insurance Journal. · ...

The Financial Planning Director partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. · Bachelor's degree required · Certified Financial Planner CFP designation required · ...

Our client is a successful and growing law firm looking for a Trust & Estates Attorney at the partner level to join their team. This role requires an experienced individual with expertise in estate planning, trust administration and advanced tax strategies. · ...

We are seeking an Office Manager / Executive Assistant to join our Wellesley office. This role will serve as both the face of the office and a vital member of our team. The ideal candidate is organized, proactive and professional with strong service mindset and passion for creati ...

EisnerAmper is seeking an Office Manager / Executive Assistant to join our Wellesley office. This role combines office operations with high-level administrative support. · ...

Tax manager role at a boutique CPA firm in Greater Boston with flexible hybrid schedule. · ...

As an integral part of our Personal Lines team at Deland, · Gibson, the Account Executive will work closely with our private client group, · providing peace of mind through proactive service. · ...

We are seeking a skilled Account Executive to join our Personal Lines team at Deland Gibson. As an integral part of our team, you will provide proactive service to our high-net-worth clients. · Service the day-to-day personal insurance needs of our high-net-worth clients · Work c ...