Wealth Strategist / Managing Dir.

Boston Private is a leading wealth management, trust, and private banking company with a national presence. We're committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs.

Requirements

• Bachelor’s degree from accredited college or university
• At least 10-15 years’ experience working directly with clients on trust and personal financial planning matters
• Deep understanding of complex investments, tax, generational trust and estate planning