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Wealth Advisor ‑Net‑Worth Families
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-07-25
Listing for:
CMC Recruiting
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Our client, a boutique wealth management firm, seeks a seasoned professional to serve as primary relationship manager for an established client base in New England. You will lead client meetings, drive comprehensive financial planning, and collaborate with tax, investment and operations teams to deliver a seamless experience.
Ideal candidates have 7–10+ years in wealth management, a CFP designation or progress toward it, and the ability to obtain required licenses.
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