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Wealth Management Associate — Build Relationships & Portfolios
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-01-12
Listing for:
The Strickland Group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company in Cambridge, Massachusetts is seeking a proactive Wealth Management Associate. This role involves building trusted client relationships, preparing financial plans, and supporting investment strategies. Ideal candidates should be detail-oriented and have strong interpersonal skills. The position offers competitive compensation, professional development, and a collaborative work culture.
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Position Requirements
10+ Years
work experience
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