UHNW Wealth Strategy Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-27
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Focus Financial Partners in Boston, MA is seeking an Associate, Client Advisor to support ultra-high-net-worth clients with strategic and investment plans. You will coordinate account openings, prepare client materials, and assist with portfolio monitoring while collaborating with tax and estate planning professionals.
The role emphasizes discretion, accuracy, and a client-first approach. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills and a
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