Unknown Company

Wealth Management Servicing Advisor – Client & Ops Liaison

boston, ma • Posted 1 weeks ago
Onsite Full Time Audit
A well-established wealth management firm is seeking a motivated Servicing Financial Advisor in Boston. This role involves assisting in client meetings, building relationships, and ensuring compliance with financial regulations. The ideal candidate will have 3-5 years of experience in wealth management and relevant certifications. This position offers a competitive salary of $80-100K plus bonus, and provides opportunities for professional growth in a supportive team environment.
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