Senior Trust & Wealth Advisor; Fiduciary
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-03-12
Listing for:
Cambridge Trust
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant -
Business
Financial Advisor
Job Description & How to Apply Below
A financial services company in Boston is looking for a qualified professional to oversee client relationships and manage a portfolio of Wealth Management accounts. The role requires a Bachelor's degree in business or finance and a minimum of 7 years of experience in the financial sector, including 3 years in client management. Candidates must possess excellent analytical, communication, and client service skills.
A positive attitude and a willingness to engage in business development are essential. This is an office-based role with occasional driving required.
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Position Requirements
10+ Years
work experience
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