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Hybrid Wealth Advisor Associate - Planning & Client Impact

ECG Resources

A financial services firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized wealth advice. The role involves developing comprehensive financial strategies across various domains including retirement and investment planning, collaborating with Wealth Advisors, and leading client communications. Candidates should have a Bachelor's degree and 2+ years of experience in financial services. The position offers a hybrid work model, with 3 days in-office and 2 days remote. #J-18808-Ljbffr ECG Resources

Vacancy posted more than 2 months ago

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