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Financial Services Wealth Management Financial Consultant

Senior Wealth Management Client Services Lead

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Consultant
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 provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing strategies, and leveraging strong interpersonal skills for a quality client experience. A background in financial services and proficiency in MS Excel are essential for this role.
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Position Requirements
10+ Years work experience
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