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Private Wealth Advisor & Practice Lead - Personal Strategy

Job in Andover, Essex County, Massachusetts, 05544, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 131100 - 190125 USD Yearly USD 131100.00 190125.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Massachusetts is seeking a Senior Private Wealth Advisor to act as the primary point of contact for high-net-worth clients. This role demands exemplary client management skills and a deep understanding of financial planning and investment strategies. Candidates should possess at least 10 years of relevant experience and a Bachelor's degree. The position offers an excellent opportunity to drive client success while enjoying a flexible work environment and a comprehensive benefits package.
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