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Wealth Management Financial Consultant

Wealth Ops Lead: Investment Platform & Client Service

Job in Danvers, Essex County, Massachusetts, 01923, USA
Listing for: Digital Insurance LLC
Full Time position
Listed on 2025-12-03
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Operations Manager to support their wealth management team. This hybrid role in Danvers, MA, involves ensuring smooth back-office operations, collaborating with advisors, and maintaining client data accuracy. The ideal candidate will possess a degree in finance or business, along with a strong understanding of financial planning principles and investment strategies. The position offers a competitive salary and benefits.
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