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Financial Advisor Financial Consultant

Private Wealth Advisor & Practice Lead - Personal Strategy

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Squillace & Associates, P.C.
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 131100 - 190125 USD Yearly USD 131100.00 190125.00 YEAR
Job Description & How to Apply Below
A financial services firm in Boston seeks a Senior Private Wealth Advisor, Practice Lead to provide premier financial advice to high-net-worth clients. This role entails strategic client management, comprehensive financial planning, and the ability to lead a dedicated client team. With 10+ years in financial services, candidates should possess a Bachelor's degree and Series 65 certification. The company offers flexible work arrangements and benefits, promoting work-life balance while empowering employees to drive clients towards financial freedom.
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