I a Senior Investment Recruiter with Fanning in Boston and your name came up in my search for the below opportunity at a Boston based Asset Manager
Tax and Wealth Planning Consultant
A Boston based asset management firm is seeking a seasoned tax and wealth associate to serve as a subject matter expert for the firms sales team to offer additional value to the advisor and client engagements.
A highly visible role will shape planning conversations around tax strategy, wealth transfers, liquidity events and investment solutions to strengthen advisor relationships and support business growth.
Serve as a senior planning and act as subject matter on tax outcomes, wealth transfers, policy developments and product applications.
Assess industry regulations and policy changes, that effect clients and advisors
Deliver presentations to executives, advise on tax aware products and services
10+ years of investment wealth experience, CPA, JD, CFP strongly preferred
Ability to travel 25% for advisor meetings, conferences
