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Senior Client & Portfolio Advisor - Boston
Job in
Canton, Norfolk County, Massachusetts, 02021, USA
Listed on 2026-07-10
Listing for:
Gray,-Gray-
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Gray Private Wealth (GPW) in Greater Boston seeks a Client Development & Portfolio Manager to expand the client base, deepen relationships, and deliver comprehensive financial guidance. You will lead onboarding for new clients, develop customized financial plans, and coordinate with COIs to drive growth.
The ideal candidate has 8–10 years in a financial advisory role, strong networking skills, and proficiency in CRM systems, Excel, and Word.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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