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Financial Consultant Financial Sales

Senior Wealth Advisor: Hybrid Client Planning Leader

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: ECG Resources
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Boston is seeking a Senior Associate Wealth Advisor to enhance client relationships and develop comprehensive financial plans. The role involves 5+ years of experience in financial services and a Bachelor’s degree. The advisor will collaborate closely with Wealth Advisors to provide tailored strategies in investment and financial planning. This position offers hybrid work flexibility with in-person client interactions required.

Strong analytical and interpersonal skills are essential for success.
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Position Requirements
10+ Years work experience
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