Client Wealth Associate — Hybrid; In-Office
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-01-12
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
A growing Registered Investment Advisor firm in Wellesley, Massachusetts is seeking a Client Wealth Associate to support Financial Advisors. The ideal candidate will have over 4 years of experience in client service, particularly with high-net-worth clients, and proficiency in Salesforce. Responsibilities include maintaining client accounts and preparing meeting materials.
This role offers a competitive compensation package and comprehensive benefits, with a hybrid work model: four days in-office and one remote day per week.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×