Wealth Management Associate

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Experienced Wealth Management Associate

Firm: Client (Multi-Family Office / Wealth Management Practice)
Location: Boston MA (Hybrid)
Employment Type: Full-Time
Compensation Range: $260000 $365000 annually

Position Overview

Client Wealth is seeking an Experienced Wealth Management Associate to join its highly regarded fully integrated multi-family office practice. With over 100 years of history Client Wealth provides sophisticated personalized advice to ultra-high-net-worth individuals and families across estate planning tax strategy philanthropy trust administration and investment management.

This role offers the opportunity to work closely with some of the worlds wealthiest families collaborating with in-house investment advisors and trust administration professionals to deliver comprehensive tailored wealth planning solutions.

Key Responsibilities

Focus on complex estate planning and gift and estate tax analysis for ultra-high-net-worth clients.
Advise families on a wide range of sophisticated wealth planning matters including:
- Developing long-term estate planning strategies
- Drafting estate planning documents
- Advising on lifetime gifting strategies
- Managing estate and trust administration matters
- Assisting with planning for family businesses and charitable organizations
Collaborate closely with in-house investment management and trust administration teams to deliver integrated client solutions.
Provide thoughtful practical advice while maintaining the highest level of client service and professional judgment.
Manage client matters independently while contributing to a collaborative team environment.

Qualifications

3 years of experience focused on sophisticated estate planning and gift and estate tax analysis.
Demonstrated experience working with ultra-high-net-worth individuals and families.
Strong tax knowledge and estate planning drafting skills.
Excellent professional judgment and attention to detail.
Proactive client service oriented and capable of working independently.
Strong communication and interpersonal skills.

Work Schedule & Environment

Hybrid work model with a requirement of at least four days per week in the office.
Schedule subject to change based on firm department and client needs.

Work Authorization

Must be legally authorized to work in the United States without current or future employer sponsorship.

Compensation & Benefits

Market-based compensation aligned with attorney level and experience.
The anticipated salary range for this role is $260000 $365000 excluding bonus compensation and a generous benefits package.
Actual compensation will be determined based on job-related non-discriminatory factors including:
- Qualifications and prior experience
- Attorney level placement
- External market data
- Internal equity considerations
- On-track or off-track role designation

About the Firm

Client is one of the nations premier law firms offering a distinctive BigLaw model with all attorneys based in a single Boston office. The firm focuses on select practice areas where it operates at the highest level nationally and internationally representing clients in their most complex and high-stakes matters.

Job Title: Experienced Wealth Management Associate Firm: Client (Multi-Family Office / Wealth Management Practice) Location: Boston MA (Hybrid) Employment Type: Full-Time Compensation Range: $260000 $365000 annually Position Overview Client Wealth is seeking an Experienced Wealth Manageme...