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Senior Investment Strategist & Client-First Leader
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-30
Listing for:
Ballentine Partners, LLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Ballentine Partners, a leading independent wealth management firm in the Boston area, seeks a Senior Investment Advisor to join our Investments team. You will independently develop investment strategy and deliver the investment value proposition with Senior Client Advisors.
Key responsibilities include leading client engagements, client discovery, presenting investment propositions, mentoring juniors, and ensuring regulatory compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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