Wealth Transfer Strategist - Boston, MA
Corient Services is hiring for Wealth Transfer Strategist - Boston, MA in Boston, MA. Mid level. First seen October 16, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Corient Services
- Where
- Boston, MA
- Level
- Mid
- First seen
- October 16, 2026
- Listed via
- Workday
What the posting says
Responsibilities: Technical Expertise - Serve as the team’s subject matter expert for complex estate planning and wealth transfer matters impacting HNW and UHNW clients. Identify, design, and communicate sophisticated planning analyses and recommendations tailored to families with $10M+ in investable assets. - Lead planning discussions related to: - Estate planning and wealth transfer techniques - Trust structures and trust optimization - Trust administration - Generational wealth transfer and family legacy planning - Asset protection and risk management - Charitable and philanthropic…
Read more and apply on Corient Services' site
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