Senior Wealth Advisor: Client & Portfolio Management
Job in
Canton, Norfolk County, Massachusetts, 02021, USA
Listed on 2026-02-02
Listing for:
CFA Institute
Full Time
position Listed on 2026-02-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management firm is seeking a Client Development & Portfolio Manager in Canton, MA. The role entails pursuing new business opportunities and serving as the primary advisor for clients, conducting thorough financial planning and investment advice. Ideal candidates will have 8-10 years of financial advisory experience and strong interpersonal skills. Compensation includes a competitive salary ranging from $140,000 to $150,000, along with benefits such as healthcare and 401k eligibility.
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Position Requirements
10+ Years
work experience
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