Associate Director, Private Wealth UHNW Portfolio Lead
$120k - $150kMasis Professional Group
Masis Professional Group is seeking an Associate Director in Private Wealth for a prominent wealth management firm in Boston. The role involves collaborating with advisory staff to guide elite clients on portfolio management, tax, and estate planning, requiring over 8 years of relevant experience. The position offers a competitive base salary in the $120K-$150K range, complemented by performance bonuses. Ideal candidates may have advanced certifications such as CFP or CFA. #J-18808-Ljbffr
Vacancy posted 3 days ago
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