Wealth Advisor; Hybrid - Client-Focused
Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-14
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for:
Osaic
Full Time, Remote/Work from Home
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services company in Boston is seeking a Wealth Consultant to build and maintain relationships with clients and enhance their experience. Responsibilities include providing financial guidance, conducting risk assessments, and managing client accounts. The ideal candidate has 3–5 years of financial services experience and strong knowledge of investment products. This full-time role operates on a hybrid schedule of in-office and remote work, with a competitive salary and benefits package.
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