Fanning- Masis, a Boston-based wealth management firm, is seeking a Wealth Advisor to serve a private wealth and UHNW client base. You will collaborate with client Advisors/Consultants to create customized financial plans, including tax, estate planning, and charitable gifting, conduct liquidity analysis, and manage portfolio reporting.
The ideal candidate has 4+ years of experience performing these tasks, with a track record of delivering tailored financial solutions and proactive client
#J-18808-LjbffrWealth Advisor — Custom Plans for UHNW Clients in boston at Unknown Company
This position is listed as full time and onsite.