Wealth Planning Associate: High-Touch Client Planning
Masis Professional Group
Masis Professional Group is hiring a Financial Planning Associate in Boston, MA. The role involves working with a Senior Client Advisor to support high-net-worth clients in financial planning and relationship management. Candidates should have over 5 years of relevant experience, strong organizational and client-facing skills, and proficiency in financial planning software. The company offers a collaborative team environment and opportunities for career growth in wealth management. #J-18808-Ljbffr Masis Professional Group
Vacancy posted 3 days ago
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