Senior Wealth Advisor
$180k - $250kMasis Professional Group
As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process. I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves an UHNW family client base, is seeking a Senior Wealth Advisor. This individual will assume the lead role with UHNW client relationships; creating customized financial plans, preparing for and running periodic portfolio reviews while guiding discussions regarding portfolio positioning, performance, and planning, addressing client/ portfolio inquiries and the like. This role is a FANTASTIC opportunity for an individual who offers 10+ years of direct experience supporting an UHNW client portfolio in this capacity. Compensation includes a base salary in the $180K- $250K range, depending on experience, plus bonus Fanning, a division of Masis Staffing Solutions, LLC #J-18808-Ljbffr
Vacancy posted 5 days ago
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