Wealth Planning Associate: Build Holistic Client Plans
Windward Recruiting
A growing financial advisory firm in the Boston area is seeking an experienced Associate Wealth Advisor to join its team. The role focuses on creating personalized wealth strategies in collaboration with Wealth Advisors to enhance client relationships. Responsibilities include developing financial plans, mastering investment strategies, and ensuring compliance. A Bachelor’s Degree, Series 65, and significant financial experience are required. The position offers competitive compensation with potential bonuses and benefits. #J-18808-Ljbffr Windward Recruiting
Vacancy posted 4 days ago
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