Financial Planner
Cerity Partners
Cerity Partners in Boston is seeking a Wealth Planner to deliver comprehensive wealth management strategies aligned with client goals and values. You will support a Wealth Advisor, focus on portfolio construction, and assist with client meetings and presenting findings. Responsibilities include onboarding new clients, cash transfers, account openings, CRM/eMoney usage, data analysis, and building financial plans. #J-18808-Ljbffr
Vacancy posted 3 days ago
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