Senior Wealth Advisor: Private-Client Focus & Planning
CMC Recruiting
CMC Recruiting's client, a boutique wealth management firm in the Boston area, seeks a Senior Wealth Advisor to manage an existing client base of high-net-worth individuals and families. You will serve as a trusted advisor across investments, retirement, estate planning, tax strategy and financial life decisions. This role emphasizes relationship management over new business development. You will lead client meetings, deliver comprehensive planning, collaborate with CPAs and internal #J-18808-Ljbffr CMC Recruiting
Vacancy posted 5 hours ago
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