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Senior Private Wealth Advisor: UHNW Planning & Investments

L5

global advisersSomerville, MA3 days ago
Global Advisers, LLC in Cambridge, MA seeks a Senior Private Wealth Advisor to lead and manage sophisticated client relationships, coordinating investment, planning, liquidity, and legacy strategies. The role requires strong judgment, collaboration with specialists, and a proven track record of building high-net-worth client relationships. A Series 65 is expected; hybrid work model and a commitment to compliant, service-driven outcomes are essential.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Somerville, MA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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