Lead Wealth Planner High-Net-Worth Clients
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-06
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Boston is seeking a Senior Wealth Advisor to lead a wealth management team. This role focuses on comprehensive wealth planning strategies and developing strong client relationships. The ideal candidate will have over 10 years of experience in financial planning and possess credentials such as CFP or CFA. Responsibilities include collaborating with team members to provide tailored investment advice and mentoring junior associates.
The firm emphasizes professional growth and a diverse work culture.
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