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Wealth Management Client Advocate

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: National Black MBA Association
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 25 - 44 USD Hourly USD 25.00 44.00 HOUR
Job Description & How to Apply Below
A leading financial services firm seeks a dedicated client service support professional in Boston. The role involves working closely with Financial Advisors to ensure excellent client service, supporting operational goals, and customizing solutions. Candidates must have relevant financial licenses or earn them post-hire, alongside proficiency in investment products. This position offers competitive pay ranging from $25.00 to $44.00 hourly, contingent on experience and skills, within a collaborative environment focused on achieving client goals.
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