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Wealth Management Financial Services Financial Advisor

Senior Client Advisory & Private Wealth Operations

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Pathstone
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm is seeking a Senior Associate, Client Advisory in Boston. This role involves supporting experienced Advisors of ultra-high-net-worth families by managing account openings, operational tasks, and compliance requirements. Applicants should have 1-3 years in investment operations, proficiency in Microsoft Excel, and strong communication skills. The expected compensation ranges from $75,000 to $85,000 annually, with potential bonuses.

Join a team committed to delivering high-touch services to clients.
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Position Requirements
10+ Years work experience
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