Claire Myers Consulting in Wellesley, MA is seeking an experienced Senior Wealth Advisor to manage an established group of high-net-worth clients in a hybrid role. The position focuses on thoughtful financial planning across investments, retirement, tax strategy, and estate considerations, with no cold prospecting required.
You will lead client meetings, build long-term relationships, and collaborate with internal planners and CPAs to provide holistic advice.
#J-18808-LjbffrSenior Wealth Advisor: Planning-First Client Partner in wellesley at Unknown Company
This position is listed as full time and hybrid.