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Wealth Planner: Associate & Senior - Hybrid; UHNW
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-02-12
Listing for:
Wainwright Talent Partners
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A multi-family office based in Waltham, MA, seeks a Wealth Planner for Associate and Senior Associate levels. This role involves supporting Senior Client Advisors and ensuring the accuracy of client deliverables in a hybrid work environment. Candidates should possess strong critical thinking skills, a service-minded approach, and 1+ years of experience in a family office setting. The position offers a full benefits package including comprehensive health insurance and unlimited paid time off.
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Position Requirements
10+ Years
work experience
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