UHNW Client Advisor — Wealth Strategy & Portfolio
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-02-28
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a highly motivated Associate Client Advisor in Boston, MA, to support the needs of ultra-high-net-worth clients. Responsibilities include coordinating account openings, preparing client presentations, and collaborating with tax professionals. The ideal candidate has a Bachelor's degree, 1+ years of experience, and proficiency in Microsoft Office.
This role offers a competitive salary of $70,000 - $90,000 annually and the potential for additional rewards, ensuring a comprehensive benefits package.
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