Senior Private Events Planner

We know that supporting your professional and personal goals is the best way to help our clients and advance our business. In this role you willcollaborate with an existing Senior Wealth Planner inBoston and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients. Providing support to the Boston RM team by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues. Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people.

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