Wealth Transfer Advisor

Savant•Westwood, MA

28d•$175,000 - $190,000•Onsite

About The Position

Savant is seeking a highly experienced Wealth Transfer Advisor in Westwood, MA to help clients navigate complex estate planning decisions and align their wealth transfer strategies with their long-term financial goals. In this role, you will work closely with high-net-worth individuals, families, and business owners to evaluate estate planning structures, analyze estate documents, and develop thoughtful strategies designed to preserve wealth across generations while minimizing estate and income tax exposure. The Wealth Transfer Advisor partners closely with clients and their advisory teams—including lead advisors, financial planners, tax professionals, and outside legal counsel—to ensure estate strategies are well coordinated and integrated into the broader financial plan. This role is ideal for a collaborative estate planning professional who enjoys working directly with clients while also serving as a trusted resource to advisors across the firm. The Wealth Transfer Advisor plays an important role in delivering sophisticated planning solutions to Savant clients, including: Reviewing client estate plans and developing recommendations to support effective wealth transfer strategies Analyzing estate planning documents and helping clients align distribution objectives with their broader financial plans Collaborating with lead advisors, co-advisors, financial planners, and external legal counsel to ensure coordinated planning Providing guidance on estate and gift tax planning, fiduciary income tax considerations, asset protection strategies, and estate and trust administration concepts Delivering estate planning insights and recommendations directly to clients in meetings and discussions with their advisory teams Supporting complex estate and business succession planning needs for high-net-worth clients Serving as a resource to advisors and internal teams on estate planning questions, account titling, and beneficiary designations Reviewing estate planning analyses, reports, and other deliverables prepared by wealth transfer team members Mentoring and supporting the development of less experienced team members Contributing thought leadership through articles, webinars, and educational materials in collaboration with Savant’s marketing team Leading internal education initiatives to strengthen estate planning knowledge across the advisory organization Supporting the maintenance of estate planning research resources, document libraries, and planning tools Contributing to a collaborative team environment and supporting colleagues when needed Estate planning is a critical component of the comprehensive wealth management experience Savant delivers to clients. As a Wealth Transfer Advisor, you will play a key role in helping families thoughtfully plan for the future, protect what they’ve built, and create meaningful legacies for generations to come.

Requirements

Juris Doctor (JD) from an accredited law school
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
7–10+ years of experience in estate planning, estate and trust administration, or comprehensive financial planning
Demonstrated experience reviewing, interpreting, and analyzing estate planning documents such as wills, trusts, and related planning structures
Experience advising high-net-worth individuals, families, or business owners on complex estate and wealth transfer strategies
Experience collaborating with financial advisors, tax professionals, and external legal counsel to deliver coordinated planning
Strong knowledge of estate and gift tax planning, fiduciary income taxation, and wealth transfer strategies
Understanding of corporate law concepts, financial industry regulations, and compliance considerations related to estate planning
Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with financial planning or estate modeling software
Strong analytical and strategic planning capabilities
Exceptional attention to detail and commitment to accuracy
Excellent communication and listening skills, with the ability to translate complex concepts for clients and advisors
A client-first mindset with a commitment to delivering thoughtful, high-quality advice
Collaborative team player who works effectively across advisory teams and disciplines

Nice To Haves

CFP® designation or progress toward certification is preferred

Responsibilities

Reviewing client estate plans and developing recommendations to support effective wealth transfer strategies
Analyzing estate planning documents and helping clients align distribution objectives with their broader financial plans
Collaborating with lead advisors, co-advisors, financial planners, and external legal counsel to ensure coordinated planning
Providing guidance on estate and gift tax planning, fiduciary income tax considerations, asset protection strategies, and estate and trust administration concepts
Delivering estate planning insights and recommendations directly to clients in meetings and discussions with their advisory teams
Supporting complex estate and business succession planning needs for high-net-worth clients
Serving as a resource to advisors and internal teams on estate planning questions, account titling, and beneficiary designations
Reviewing estate planning analyses, reports, and other deliverables prepared by wealth transfer team members
Mentoring and supporting the development of less experienced team members
Contributing thought leadership through articles, webinars, and educational materials in collaboration with Savant’s marketing team
Leading internal education initiatives to strengthen estate planning knowledge across the advisory organization
Supporting the maintenance of estate planning research resources, document libraries, and planning tools
Contributing to a collaborative team environment and supporting colleagues when needed

Benefits

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.