Private Wealth Associate Client Strategy
Job in
Canton, Norfolk County, Massachusetts, 02021, USA
Listed on 2026-07-15
Listing for:
Gray,-Gray-
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Gray Private Wealth in Canton, MA seeks a Wealth Management Associate to support client portfolio management and financial planning for high-net-worth clients. This full-time professional role emphasizes superior service, accurate reporting, and timely communication to help clients achieve their objectives.
The ideal candidate has a bachelor’s degree, 3–5 years in financial services, strong Excel and Microsoft Office skills, and a proven ability to multi-task in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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