- Charles Schwab (Boston, MA)
- …they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a High Net Worth … more
- BlackRock (Boston, MA)
- …areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + Retirement ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… more