Wealth Planning Associate — Client Strategy & Growth
Ballentine Partners
Ballentine Partners is a leading independent wealth management firm based in the Boston area with additional offices in Florida and New Hampshire. The firm serves high-net-worth families, offering objective investment planning and wealth management solutions. The role focuses on financial reporting, data gathering, and collaborating across client teams. The candidate will learn soft skills for interactions with varied stakeholders, work in a supportive team, and grow within a collaborative #J-18808-Ljbffr Ballentine Partners
Vacancy posted 3 days ago
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