Senior Client Growth & Portfolio Advisor - Boston
Gray Private Wealth, LLC
A leading wealth management firm in the Greater Boston area is seeking a self-motivated Client Development & Portfolio Manager. This role involves expanding the client base through strategic outreach, delivering exceptional financial guidance, and mentoring associate advisors. The ideal candidate should have 8-10 years of experience as a Financial Advisor, a strong network among business owners, and must hold a CFA or CFP® designation or be progressing toward certification. This position offers a competitive salary and various benefits, requiring in-office presence at least two days a week. #J-18808-Ljbffr Gray Private Wealth, LLC
Vacancy posted 4 days ago
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