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Fiduciary Trust Company

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  • 19 days ago

    Senior Financial Planner

    Fiduciary Trust Company - Boston, MA, United States

    We are seeking a Senior Financial Planner to join the Wealth Planning team at Fiduciary Trust Company. The ideal candidate will have 5 - 10 years experience in the financial services industry with previous direct client interaction to clients with complex financial profiles. The Senior Financial Planner should be adaptable to client needs, be an active listener, and serve as an energetic player to a collaborative team. PRIMARY RESPONSIBILITIES Analyze client financial data and prepare customized ...

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