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Remote Senior Wealth Advisor — Strategic Client
Remote / Online - Candidates ideally in
Pittsfield, Berkshire County, Massachusetts, 01201, USA
Listed on 2026-02-28
Pittsfield, Berkshire County, Massachusetts, 01201, USA
Listing for:
Jobgether
Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services partner company is seeking a Senior Client Advisor to manage strategy-only client relationships remotely. This role involves delivering exceptional service, conducting analyses for personalized financial recommendations, and converting strategy clients into wealth management relationships. Ideal candidates will have a Bachelor's degree in a relevant field, over 6 years in the financial sector, and necessary certifications. Enjoy the advantages of professional development opportunities and flexible work arrangements.
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Position Requirements
10+ Years
work experience
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