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 ...

HYBRID Personal Lines Account Executive (Wellesley, MA - $85,000-$95,000) · Classification: Salary-Exempt · Location: Wellesley, MA · Job Type: Full Time (40 hours/week) · About the Opportunity · Join a well‑established insurance agency consistently recognized as one of the Best ...

A growing Registered Investment Advisor (RIA) firm is seeking a Client Wealth Associate to join their team. · 4+ years of experience in client service or operations within an RIA or investment management firm. · Experience working with high-net-worth (HNW) clients. · Familiarity ...

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 ...

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

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 ...

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. · ...

We are looking for a dynamic individual with a strong background in individual and trust taxation, with exposure to non-cash compensation, partnership investments, closely-held businesses, non-US asset reporting (FBAR etc.) and other cross-border tax situations. · ...

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 ...

HYBRID Personal Lines Account Executive (Wellesley, MA - $85,000-$95,000) · Classification: · Salary-Exempt · Location: · Wellesley, MA · Job Type: · Full Time (40 hours/week) · About the Opportunity · Join a well‑established insurance agency consistently recognized as one of the ...

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. · ...

Where luxury and adventure meets lifestyle. Curate escapes with flair. · You don't just plan trips you craft experiences. Rooftop cocktails in Paris, boutique stays in Tokyo, Beach stays in the Caribbean. If you have a taste for the finer things and a talent for turning travel in ...

At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare. E ...