Trust Advisor

Kennison & Associates; Boston (MA); Hybrid; USD 120,000 - 185,000; Full time

Benefits offered by this job

Hybrid work

Discretionary bonus

Comprehensive benefits

Job summary

Kennison & Associates, a premier Boston law firm, seeks a Trust Advisor to manage complex trust and wealth planning for sophisticated, multi-generational families. You will work with attorneys, tax professionals, and investment advisors to deliver strategic financial guidance and an exceptional client experience.

The ideal candidate has a finance, accounting, or law background with 3+ years of experience with high-net-worth clients and a deep understanding of trusts, estate planning,

Qualifications

• Strong analytical abilities with attention to detail.
• Excellent relationship-management and client-service skills.
• Solid project-management capabilities to coordinate multi-party workflows.
• Background in finance, accounting, or law helpful for trust/tax matters.
• Solid understanding of trusts, estate planning, investments, and taxation.

Responsibilities

• Oversee complex trust, estate, investment management, IRA, foundation, and partnership accounts.
• Collaborate closely with clients, attorneys, tax professionals, and investment advisors.
• Guide financial, estate and wealth planning strategies while delivering an exceptional client experience.
• Support business development and maintain a high level of client service.

Skills

Analytical

Relationship management

Project management

Finance background

Estate planning

Tax matters

Job description

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.

Job Code: 18900

*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!