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Wealth Management Associate - Path
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-10
Listing for:
Riverview Capital Advisers, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A wealth management firm in Boston is seeking an experienced associate to join their team. The role involves supporting various wealth management activities including preparing reports, analyzing estate and tax planning needs, and assisting with client interactions. Candidates should possess a Bachelor's degree in finance, at least 2 years of relevant experience, and be proficient in financial analysis and Excel.
This position offers the opportunity to develop skills towards becoming a wealth advisor.
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Position Requirements
10+ Years
work experience
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