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Financial Advisor Wealth Management

Wealth Service Advisor & Client Liaison

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A well-established wealth management firm is seeking a motivated Service Financial Advisor to enhance client relationships while supporting financial planning efforts. This role demands excellent communication and organizational skills, along with relevant experience in wealth management. Ideal candidates will hold required licenses within the first three months. The position comes with a competitive salary range of $80K to $100K and bonuses, as well as opportunities for advancement within the organization.
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