HNW Sr. Wealth Advisor - Boston

Description The Private Wealth High Net Worth Senior Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others. The...

HNW Sr. Wealth Advisor - Boston

21 March 2:15 AM

Salary: $89013 — $89013

Company: Citizens

Location: Boston, Suffolk County

View all job details

Description

Description The Private Wealth High Net Worth Senior Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others. The Private Wealth High Net Worth Senior Advisor understands financial planning strategies and wealth management practices. Overarching duties include building, growing, maintaining, and retaining a client book of business. The successful Private Wealth High Net Worth Senior Advisor is comfortable bui… View full job description

Other accounting & finance jobs in Lynn

5 April
Wednesday
4:53 AM
Accounting & Finance Provider Strategy & Innovation - Senior Consultant
$115234 — $115234
Guidehouse
Boston, Suffolk County

Job Family : Strategy & Transformation Consulting Travel Required : Up to 75% Clearance Required : None What You Will Do : As a Network Strategy & Physician Solutions Senior Consultant, you will have ... Read more

5 April
Wednesday
4:53 AM
Accounting & Finance Accounting Advisory Director
$86014 — $86014
Grant Thornton LLP
Boston, Suffolk County

As a Director, you will be responsible for teams that consult with Grant Thornton accounting advisory clients on complex accounting transactions. You will apply your experience and knowledge to help e... Read more

4 April
Tuesday
4:59 AM
Accounting & Finance Sales and Use Tax Accountant
$59769 — $59769
Michael Page
Beverly, Essex County

Wealth Management firm/ Trust seeks Senior Tax Accountant. Client Details My client is a private and prestigious boutique wealth manager/ multifamily office based in Beverly, MA. They have been in exi... Read more

4 April
Tuesday
4:16 AM
Accounting & Finance Accounting Manager (CPA)
$120000 — $160000
CyberCoders
Boston, Suffolk County

Accounting Manager (CPA) Job Title: Accounting Supervisor (CPA) Job Location: Woburn, MA (Hybrid) All-in Compensation: $110,000 - $140,000 Requirements: CPA, 5 years in Accounting, People Manageme... Read more

Jobs by