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Senior Wealth Advisor: Book & Impact
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-30
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading investment advisory firm in Boston seeks an experienced Financial Advisor to build strong client relationships and deliver tailored financial planning and investment advice. Candidates should have over 5 years of relevant experience and a proven track record in client acquisition. This is an opportunity for those looking to further their career in a supportive environment. The firm values excellent communication and interpersonal skills, as well as a proactive approach to business development.
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Position Requirements
10+ Years
work experience
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