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Senior Private Wealth Client Associate; UHNW Focus
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-03-01
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A wealth management firm in Boston is seeking a Senior Client Associate to support a team of Senior Advisors. The role involves client onboarding, executing portfolio transactions, and preparing for client meetings. Ideal candidates will have 5-12 years of experience in financial services and a Series 65 license. This position offers a competitive salary ranging from $90K to $140K depending on experience, along with bonus opportunities.
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Position Requirements
10+ Years
work experience
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