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Financial Consultant Financial Advisor Financial Services Financial Sales

Client-First Wealth Management Associate

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Boston is seeking a Wealth Management Associate to enhance client relationships by supporting Financial Advisors and Private Wealth Advisors. This role demands exceptional interpersonal and organizational skills as the candidate will be responsible for providing client support and assistance with marketing strategies. Ideal candidates should have a strong understanding of financial products and demonstrate leadership qualities, along with proficiency in MS Office applications.

Competitive salary and excellent benefits are offered.
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Position Requirements
10+ Years work experience
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