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Financial Consultant Wealth Management

Remote Investment Advisor: ESG & Wealth Planning

Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Ivy Way Placements
Remote/Work from Home position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm is looking for a dynamic investment advisor with at least 3 years of financial planning experience. Responsibilities include managing client relationships, conducting portfolio management, and developing new client business. The ideal candidate will exhibit strong communication skills, attention to detail, and a passion for serving clients.

This role offers a competitive salary with performance bonuses and the option to work remotely, making it flexible and aligned with modern work standards.
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