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UHNW Wealth Advisor - Executive Director

Job in Worcester, Worcester County, Massachusetts, 01609, USA
Listing for: Aumni
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below

Twin Thread in Worcester, Massachusetts, is seeking a seasoned professional for a wealth management role. The candidate will focus on developing client relationships, providing strategic insights, and ensuring compliance with regulations while collaborating with cross-functional teams.

The ideal candidate will have at least 12 years of experience in wealth management, strong communication skills, and a collaborative spirit. This position emphasizes client engagement and driving business growth through holistic wealth management solutions.

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