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Senior Wealth Strategy Leader
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-16
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Focus Financial Partners seeks a Vice President to join the Boston, MA office (or Portsmouth, NH). You will lead a client relationship team, oversee investment and financial plans, and prepare client meeting materials to ensure a world-class experience with confidentiality and timely service.
The ideal candidate has a BA, CFP or CFA preferred, 5–7+ years in wealth management or related fields, and strong communication, organization, and travel readiness.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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