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Senior Wealth Advisor High-Net-Worth Clients
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2025-12-30
Listing for:
Focus Financial Partners
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Needham, MA is seeking a Wealth Advisor to manage high net worth client relationships and provide comprehensive wealth management services. This role requires over 4 years of experience, a Bachelor's degree, and advanced financial designations such as CPA or CFA. The position offers a competitive salary range of $125,000 - $140,000 along with potential bonuses and benefits.
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Position Requirements
10+ Years
work experience
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