Senior Wealth Advisor: Client Portfolios & Strategies
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-17
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Beacon Pointe, located in Boston, is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role focuses on high-net-worth individuals and families, developing personalized financial strategies.
Ideal candidates should possess a strong background in financial advising, with at least 5 years of experience. Knowledge of financial planning, client acquisition, and a Bachelor's degree in relevant fields are preferred. The role offers opportunities to work with industry-leading tools and platforms.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×