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Senior Wealth Strategist High-Net-Worth Clients
Job in
Dedham, Norfolk County, Massachusetts, 02026, USA
Listed on 2026-02-16
Listing for:
Mariner
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Dedham, MA, seeks an experienced Senior Wealth Advisor to lead a dedicated team in creating comprehensive wealth plans tailored to clients' goals. The role demands a minimum of 10 years in financial planning, along with a strong focus on client relationship management and mentoring associates. Candidates must hold a Bachelor's degree and relevant certifications like CFP or CFA.
The firm values professional growth and offers a supportive culture with emphasis on teamwork and work-life balance.
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Position Requirements
10+ Years
work experience
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