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Senior Wealth Advisor – Hybrid, Lead client strategy
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-12
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading independent financial advisory firm is seeking a Principal Wealth Advisor in Boston. This role focuses on client relationship management, developing personalized wealth planning strategies, and mentoring colleagues. The ideal candidate will possess significant industry experience, a bachelor’s degree, and relevant certifications. This position offers a competitive salary range and a hybrid work model.
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Position Requirements
10+ Years
work experience
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