Wealth Planning Associate: Client Strategy & Growth

A wealth management firm in Needham, MA is seeking an Associate Wealth Advisor to collaborate with advisors in managing client financial plans and relationships. This role involves developing personalized investment strategies and ensuring high-level client service. Candidates should have a Bachelor's degree and 2+ years of financial planning experience. Compensation is between $70,000 - $75,000 annually, with potential bonuses and benefits. #J-18808-Ljbffr