Wealth Advisor Associate — Client-Focused Planning

Masis Professional Group, a reputable RIA located in Boston, is seeking an Associate to support a team of Relationship Managers in delivering comprehensive investment advisory services and financial guidance to clients. The ideal candidate will have at least 2 years of client-facing experience in wealth management and financial planning, with familiarity in financial planning software and tools like Salesforce and Emoney. CFP or progress towards CFP is a plus. The position requires obtaining Series 65 within 3 months.
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