A financial services firm in Boston is seeking a Wealth Manager to lead day-to-day client relationships for high-net-worth families. This role requires overseeing financial reporting, coordinating with various professionals, and managing client service staff. Candidates should have at least 5 years of experience supporting high-net-worth individuals, a Bachelor's in Accounting or a related field, and preferably a CPA. The position offers competitive compensation and a range of benefits including medical insurance and 401(k).
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Senior Family Office Wealth Manager | Personal CFO in boston at Unknown Company
This position is listed as full time and onsite.