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Senior Wealth Advisor UHNW Clients | Tax-Savvy
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-02-01
Listing for:
New England Private Wealth Advisors, LLC
Part Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Massachusetts is seeking seasoned Wealth Advisors to cultivate relationships with high and ultra-high-net-worth clients. Candidates should have a proven track record in client retention and business development while maintaining a transferable book of business. Join a collaborative team environment that emphasizes fiduciary excellence and offers a flexible investment approach. This position provides an excellent opportunity for growth in a dynamic client-centric setting.
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Position Requirements
10+ Years
work experience
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