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Senior Wealth Planner & Team Leader UHNW
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-15
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm seeks a Senior Wealth Advisor in Boston to lead a wealth management team. This role requires over 10 years of experience in financial advisory, along with Series 65, CFP, or CFA credentials. Responsibilities include cultivating client relationships, leading meetings, and training junior advisors. The firm promotes professional growth and offers a collaborative work culture with a focus on diverse, innovative solutions for clients.
This is a full-time, on-site position.
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Position Requirements
10+ Years
work experience
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