Sentry Hill Financial Advisors in Boston is seeking an experienced Lead Advisor to build and manage relationships with high-net-worth clients, lead planning engagements, and actively grow the firm’s client base. You will partner with senior advisors and progressively take ownership of client relationships while expanding business development efforts.
The role emphasizes a balanced mix of advising, relationship-building, and new business activity, with a target of regular client meetings and
#J-18808-LjbffrLead Wealth Advisor & Growth Architect in boston at Unknown Company
This position is listed as full time and onsite.