Wealth Advisor & Portfolio Growth Lead; Boston
Job in
Canton, Norfolk County, Massachusetts, 02021, USA
Listed on 2026-01-29
Listing for:
Gray, Gray & Gray
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Canton is seeking a Client Development & Portfolio Manager to expand client relationships and deliver exceptional financial guidance. This role involves identifying new business opportunities, mentoring associate advisors, and ensuring high client satisfaction. Candidates should have 8-10 years of experience in financial advising, strong communication skills, and a CFA or CFP® designation is preferred. Compensation ranges from $140,000 to $150,000 base salary plus bonuses.
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