Senior Wealth Client Growth & Portfolio Manager
Gray Private Wealth, LLC
Gray Private Wealth, LLC is seeking a self-motivated Client Development & Portfolio Manager to expand the client base, onboard new clients, and deliver comprehensive financial planning and investment guidance in the Greater Boston area. As a lead advisor, you will mentor associate advisors, collaborate with tax/estate professionals, and ensure high client satisfaction through proactive communication and strategic growth initiatives. #J-18808-Ljbffr Gray Private Wealth, LLC
Vacancy posted 2 days ago
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