Private Wealth Advisor & Practice Lead - Personal Strategy

A leading financial services firm in Massachusetts is seeking a Senior Private Wealth Advisor to act as the primary point of contact for high-net-worth clients. This role demands exemplary client management skills and a deep understanding of financial planning and investment strategies. Candidates should possess at least 10 years of relevant experience and a Bachelor's degree. The position offers an excellent opportunity to drive client success while enjoying a flexible work environment and a comprehensive benefits package. #J-18808-Ljbffr