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Senior Wealth Advisor: Client & Portfolio Strategy
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-23
Listing for:
Gray, Gray & Gray, LLP
Full Time
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager. This role will focus on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in financial advice and strong communication skills, the ideal candidate will effectively manage client portfolios and relationships. Competitive salary between $140,000 and $150,000, with additional benefits including healthcare and 401k matching.
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Position Requirements
10+ Years
work experience
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