Strategic Wealth Architect – Executive Director

A major banking institution is seeking a Wealth Strategist in Boston, Massachusetts. This role involves delivering comprehensive wealth planning resources to clients. The successful candidate will need over nine years of experience in financial services, along with a bachelor's degree and relevant licenses. This position offers the chance to work with high net worth individuals, providing guidance and developing business opportunities. Emphasis is placed on collaboration and communication skills in delivering strategies effectively. #J-18808-Ljbffr