Senior Wealth Advisor & Team Leader for HNW PlanningMariner • Boston, MA, United States
Senior Wealth Advisor & Team Leader for HNW Planning
Mariner • Boston, MA, United States
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A national financial services firm is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans. The ideal candidate will have a Bachelor’s degree, 10+ years of relevant experience, and qualifications like Series 65 or CFP. Responsibilities include client relationship management, leading client meetings, and mentoring associates. Strong wealth management experience and mastery of financial planning software are essential. Join a firm committed to innovative financial solutions and positive client impact.
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Senior Wealth Advisor • Boston, MA, United States
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