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Senior Wealth Advisor – Client Strategy & Growth

Cerity Partners, Boston, MA, United States


Cerity Partners, located in Boston, MA, is seeking an experienced professional to serve as a relationship manager. This role involves developing investment strategies, mentoring colleagues, and achieving high client retention. Candidates should have a Bachelor’s degree, Series 65, and over 10 years of industry experience. The compensation range is $130,000 - $180,000, accompanied by a comprehensive benefits package including health insurance and a 401(k) plan.
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