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Client-First Wealth Management Associate

PowerToFly

A leading financial services firm in Boston is seeking a Wealth Management Associate to enhance client relationships by supporting Financial Advisors and Private Wealth Advisors. This role demands exceptional interpersonal and organizational skills as the candidate will be responsible for providing client support and assistance with marketing strategies. Ideal candidates should have a strong understanding of financial products and demonstrate leadership qualities, along with proficiency in MS Office applications. Competitive salary and excellent benefits are offered. #J-18808-Ljbffr

Vacancy posted 14 hours ago
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