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Senior Wealth Advisor & Team Leader HNW Planning
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-12
Listing for:
Mariner
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans. The ideal candidate will have a Bachelor’s degree, 10+ years of relevant experience, and qualifications like Series 65 or CFP. Responsibilities include client relationship management, leading client meetings, and mentoring associates. Strong wealth management experience and mastery of financial planning software are essential.
Join a firm committed to innovative financial solutions and positive client impact.
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Position Requirements
10+ Years
work experience
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