Senior Investment Strategist & Client-First Leader

Ballentine Partners, a leading independent wealth management firm in the Boston area, seeks a Senior Investment Advisor to join our Investments team. You will independently develop investment strategy and deliver the investment value proposition with Senior Client Advisors. Key responsibilities include leading client engagements, client discovery, presenting investment propositions, mentoring juniors, and ensuring regulatory compliance. #J-18808-Ljbffr Ballentine Partners, LLC