Wealth Management Associate
Masis Professional Group
Masis Professional Group is seeking a Financial Planning Associate in Boston to support a select group of high-net-worth clients alongside senior advisors. You will contribute to the development and presentation of comprehensive financial plans and ongoing service delivery. The role emphasizes client-facing interaction, data gathering, and coordinated planning activities within a collaborative wealth management team. #J-18808-Ljbffr
Vacancy posted 3 days ago
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