Wealth Planning Advisor at Kforce Inc

Posted in Other 3 days ago.

Location: Boston, Massachusetts

Job Description:


A Kforce client is seeking to hire a Wealth Planning Advisor in Boston, Massachusetts (MA).

This is an excellent client-facing opportunity combining technical expertise and excellent communication. If you want to be a part of one of the fastest-growing wealth management platforms in the United States with an incredible local impact, this is for you.

Responsibilities include:

  • Wealth Planning Advisor will work with sophisticated clients on solutions for complex planning issues and opportunities

  • Consult on trust, estate, tax, retirement, investment, and charitable strategies

  • Actively partner with internal colleagues to integrate planning solutions for existing and prospective clients

  • Estate Planning

  • Trust Administration

  • Financial Planning

  • Develop New Business


  • Bachelor's degree; Master's degree preferred

  • 7+ years of related experience

  • Practice in Trust and Estates required

  • Demonstrated expertise in estate and gift tax planning, wealth transfer planning, and income tax planning

  • Outstanding oral and written communication skills

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless
and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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