Manager, Wealth Planning

Squillace & Associates, P.C.; Boston (MA); On-site; USD 250,000 - 500,000; Full time

Job summary

Squillace & Associates, P.C. is seeking an accomplished Wealth Planner Leader to develop comprehensive wealth plans for high net worth clients in the Boston area.

You will guide and mentor a team of Wealth Planners, coordinating across investments, taxes, estate, retirement, and philanthropy. The role requires deep expertise in estate and trust strategies, executive presence to influence senior leaders, and superb communication to translate complex strategies into clear advice.

Qualifications

• 15–20 years of experience developing comprehensive wealth plans for high net worth clients.
• Deep expertise in wealth planning, estate planning, trust strategies, and broader wealth management solutions.
• Strong collaborative mindset with the ability to partner effectively across investment, relationship management, and other cross functional teams.
• Demonstrated executive presence with the ability to influence senior leaders and serve as a trusted advisor to high net worth clients.
• Exceptional communication and interpersonal skills, with the ability to translate complex wealth planning strategies into clear, compelling advice.
• Proven ability to build and lead high performing teams, develop talent, and foster a collaborative, high performance culture.

Responsibilities

• Develop comprehensive wealth plans covering investments, tax, estate, retirement, philanthropy, and wealth transfer.
• Lead, manage, and mentor a team of Wealth Planners, fostering a high-performance, collaborative culture and supporting their professional development.
• Analyze clients' financial situations and recommend customized planning strategies.
• Present planning recommendations and guide clients on complex financial decisions.

Skills

Years of experience

Wealth planning expertise

Estate planning

Interpersonal skills

Executive presence

Team leadership

Education

CFP

CPA

JD

Job description

• Develop comprehensive wealth plans covering investments, tax, estate, retirement, philanthropy, and wealth transfer.
• Lead, manage, and mentor a team of Wealth Planners, fostering a high-performance, collaborative culture and supporting their professional development.
• Analyze clients' financial situations and recommend customized planning strategies.
• Present planning recommendations and guide clients on complex financial decisions.

• 15–20 years of experience developing comprehensive wealth plans for high net worth clients
• Deep expertise in wealth planning, estate planning, trust strategies, and broader wealth management solutions
• Strong collaborative mindset with the ability to partner effectively across investment, relationship management, and other cross functional teams.
• Demonstrated executive presence with the ability to influence senior leaders and serve as a trusted advisor to high net worth clients.
• Exceptional communication and interpersonal skills, with the ability to translate complex wealth planning strategies into clear, compelling advice.
• Proven ability to build and lead high performing teams, develop talent, and foster a collaborative, high performance culture.
• CFP, CPA, or JD preferred