Senior Client & Portfolio Advisor – Boston
Job in
Canton, Norfolk County, Massachusetts, 02021, USA
Listed on 2026-01-30
Listing for:
Gray Private Wealth, LLC
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading wealth management firm in the Greater Boston area is seeking a self-motivated Client Development & Portfolio Manager. This role involves expanding the client base through strategic outreach, delivering exceptional financial guidance, and mentoring associate advisors. The ideal candidate should have 8-10 years of experience as a Financial Advisor, a strong network among business owners, and must hold a CFA or CFP® designation or be progressing toward certification.
This position offers a competitive salary and various benefits, requiring in-office presence at least two days a week.
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Position Requirements
10+ Years
work experience
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