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Wealth Advisor AVP - Private Wealth Path
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-26
Listing for:
Confidential
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Confidential is seeking an Associate Vice President and Wealth Advisor to join its Private Wealth Division in Boston. This role is designed for early-career advisors who wish to grow within a sophisticated advisory platform.
The successful candidate will engage in client communications, prepare meeting materials, and support business development. A Bachelor’s degree and knowledge in finance or related fields are required, along with 2-5 years' relevant experience.
The position offers hands-on client exposure, structured development, and paths to lead advisory roles.
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