Senior Client Growth & Portfolio Advisor - Greater Boston
Gray,-Gray-
Gray Private Wealth (GPW) in Greater Boston seeks a Client Development & Portfolio Manager to expand the client base, deepen relationships, and deliver comprehensive financial guidance. You will lead onboarding for new clients, develop customized financial plans, and coordinate with COIs to drive growth. The ideal candidate has 8–10 years in a financial advisory role, strong networking skills, and proficiency in CRM systems, Excel, and Word. #J-18808-Ljbffr Gray,-Gray-
Vacancy posted 1 day ago
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