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Wealth Planning Associate: -Touch Client Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-19
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Masis Professional Group is hiring a Financial Planning Associate in Boston, MA. The role involves working with a Senior Client Advisor to support high-net-worth clients in financial planning and relationship management. Candidates should have over 5 years of relevant experience, strong organizational and client-facing skills, and proficiency in financial planning software. The company offers a collaborative team environment and opportunities for career growth in wealth management.
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Position Requirements
10+ Years
work experience
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