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Private Wealth Strategist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-20
Listing for:
MassMutual
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial service firm is seeking a Private Wealth Consultant to enhance relationships with affluent clients through sophisticated investment and estate planning solutions. The role involves partnering with financial advisors, designing complex wealth strategies, and delivering tailored client recommendations. Successful candidates should have over 5 years of consulting or sales experience in investment management, strong communication skills, and relevant certifications.
Travel is required for this position, with a focus on driving new business growth in a competitive marketplace.
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