Private Client Wealth Partner
Job in
Winchester, Middlesex County, Massachusetts, 01890, USA
Listed on 2026-01-28
Listing for:
Citizens
Part Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services provider in Massachusetts is seeking a Private Client Relationship Manager to engage affluent clients and provide tailored financial solutions. This role involves onboarding new clients, growing investments, and ensuring high client satisfaction through a personal approach. Applicants should have 3-5 years of relevant experience, a Bachelor's degree is preferred, and required financial licenses. This position offers a competitive salary and a range of benefits including health coverage and professional development opportunities.
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