Senior Wealth Advisor for Affluent Clients

4 weeks ago


Waltham, United States TIAA Full time

A financial services provider in Waltham is seeking a Wealth Management Advisor to strengthen client relationships and deliver tailored financial solutions. The ideal candidate will have over 5 years of experience in managing portfolios and building relationships with affluent clients. Responsibilities include analyzing financial goals and communicating complex solutions effectively. This role offers the opportunity to grow and thrive in a supportive environment.
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