Private Wealth Advisor – Personal Strategy Elite Clients
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-29
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Boston seeks a Private Wealth Advisor. This role involves providing high-touch service to clients through financial planning and investment management. Candidates should have a bachelor's degree, relevant experience in financial services, and a FINRA Series 65 certification. The position offers a flexible work environment, competitive salary, and various benefits including health insurance and retirement plans.
Join a company focused on diversity and client satisfaction.
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