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Wealth Advisor

L5

cardataEast Boston, MA2 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+ years of financial planning experience and CFP certification. You will deliver comprehensive financial planning across various strategies, maintaining client relationships without the need for business development. Benefits include a competitive compensation package, full health insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

East Boston, MA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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