More jobs:
Wealth Management Client Services Associate
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-08-04
Listing for:
Lead Advisor
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Lead Advisor is a wealth management consulting and search firm seeking a detail-oriented professional to support two to three Financial Advisors with daily client service and operational needs.
You will prepare and process account paperwork, transfers, beneficiary updates, and other client requests, coordinating meeting preparation and follow-up activities to ensure timely engagements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×