About this opportunity
CMC Recruiting lists this Senior Wealth Advisor: Relationship-Driven Planning opportunity in wellesley, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client is a boutique wealth management firm in the Boston area serving high-net-worth individuals and families throughout New England. They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.
This is not a traditional business development role. You will focus on serving existing clients, delivering thoughtful financial planning, and building relationships that
#J-18808-Ljbffr
Worksite address
wellesley, MA, 02482, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.