Senior Investment Portfolio Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-07
Listing for:
Scsfinancial
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Scsfinancial is hiring a full-time Client Portfolio Manager (CPM) to work in Boston, MA. This position requires 15+ years of experience in investment management and a strong understanding of client relationship dynamics.
The CPM will play a crucial role in managing client portfolios, conducting investment analyses, and serving as a trusted advisor. Exceptional communication skills are essential for presenting complex investment insights clearly to clients.
The salary range for this position is between $225,000 to $325,000, with additional bonuses and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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