Wealth Advisor/Senior Wealth Advisor role west of Boston is open with a client wealth management firm. This position partners with firm leadership to develop customized plans for high-net-worth clients, including tax and estate considerations and regular portfolio reviews.
The ideal candidate has 4–10 years of relevant experience, with a base salary in the $125K-$185K range, DOE, plus bonus. Hybrid work schedule: 3 days in office.
#J-18808-LjbffrSenior Wealth Advisor - Hybrid UHNW Planning in boston at Unknown Company
This position is listed as full time and hybrid.