Senior Wealth Advisor: Client Growth & Portfolio Strategy

A leading wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager. This role will focus on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in financial advice and strong communication skills, the ideal candidate will effectively manage client portfolios and relationships. Competitive salary between $140,000 and $150,000, with additional benefits including healthcare and 401k matching.
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