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Wealth Advisor Strategy & Client Leadership
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-16
Listing for:
Coda Search│Staffing
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking experienced Financial Advisors to guide clients through complex financial decisions. This role emphasizes building relationships and driving business growth, with the opportunity to leverage innovative technology. Candidates should possess a strong background in wealth management and relevant designations such as CFP or CPA. Benefits include medical and vision insurance, as well as a 401(k).
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