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Wealth Advisor — Own Client Book/Remote
Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-12
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for:
Job Juncture
Part Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A reputable investment firm in Boston is seeking a Wealth Advisor to develop and implement investment management and financial planning solutions for clients. Candidates should have over 7 years of experience in Financial Services and possess relevant certifications. The role offers a competitive compensation structure including medical, dental, and unlimited PTO, along with the flexibility to work remotely or in-office.
Ideal for an advisor looking to own their client relationships.
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