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Associate Wealth Advisor: into Independent Client Lead
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-04
Listing for:
Corient Private Wealth LLC.
Contract
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Boston is seeking a support role for Wealth Advisor. This position involves delivering exceptional client services, preparing client financial plans, and managing client relationships. Candidates should have a Bachelor's degree and 4-8 years of experience in financial planning, ideally holding certifications like CFP or CFA. This role requires strong communication and analytical skills, as well as proficient use of technologies like Salesforce and Microsoft Suite.
The salary range is $,000 annually.
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Position Requirements
10+ Years
work experience
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