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Wealth Management Financial Advisor

Client Experience Specialist, Wealth Management

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Waverly Advisors, LLC
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Boston seeks an experienced Client Service Associate to be the primary contact for clients. This role requires strong communication skills and attention to detail, aiding Wealth Advisors in enhancing client relationships. Applicants should have a Bachelor’s degree in Finance or Business, or relevant experience, and be familiar with Schwab and Fidelity. Competitive salary and comprehensive benefits are offered, including flexible PTO and a retirement plan.
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