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Hybrid Wealth Consultant: Client & Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-13
Listing for:
Advisor Group
Full Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in Boston seeks a Wealth Consultant to deliver exceptional client experiences through financial guidance and build relationships with clients. Candidates should possess 3–5 years of experience in financial services, demonstrating sales success and expertise in investments. The position requires a minimum of a high school diploma and a commitment to fiduciary standards, with opportunities for professional growth and competitive compensation including a base salary of $90,000–$105,000 along with benefits.
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