Trust Advisor

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

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Kennison & Associates is seeking an experienced Trust Advisor in Boston to serve sophisticated high-net-worth clients and multi-generational families. You will oversee complex trust and wealth planning accounts and collaborate with attorneys, tax professionals, and investment advisors to deliver exceptional client experiences.

The ideal candidate has a finance/accounting/law background and at least three years of HNW client experience, with strong analytical and project management skills.

Qualifications

• Background in finance, accounting, or law.
• At least three years of experience working with high-net-worth clients.
• Strong understanding of trusts, estate planning, investments, and tax matters.

Responsibilities

• Oversee complex trust, estate, investment management, IRA, foundation, and partnership accounts.
• Partner with clients, attorneys, tax professionals, and investment advisors to guide wealth planning.

Skills

HNW clients

Trusts & estates

Investments

Tax knowledge

Finance/Accounting/Law background

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.

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!