194 wealth jobs at 60 companies in Boston, MA
2w
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Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
1mo
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Director, Wealth Advisor
Boston or Louisville
FieldFull Time
10+ YOEBachelor's degree, 10+ years in wealth management, proven ability to originate and close business, CRM experience, strong financial planning expertise, experience with CPA/professional services networks.
CRM
3mo
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Senior Wealth Advisor
Boston, Massachusetts, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s degree in finance/business/economics preferred; strong communication and organization.
4w
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Private Wealth Advisor
Hanover or Bedford
HybridFull Time
10+ YOE10+ years financial services experience; expertise in wealth management, trust/fiduciary/advisory services; strong client service, relationship management, and strategic planning skills.
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
3d
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Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston
Boston, Massachusetts, United States
OnsiteFull Time
4+ YOEFour-plus years in private wealth management, financial services, or related work; Series 7, 63, and 3 licenses; strong client, business development, analytical, and relationship management skills.
9h
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Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston
Boston, Massachusetts, United States
OnsiteFull Time
4+ YOEFour or more years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, analytical, business development, and relationship management skills.
1w
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Executive Wealth Services Advisor
Boston or Chicago or Los Angeles
$177k-$300k/yr OnsiteFull Time
7+ YOEAdvanced wealth and executive compensation planning expertise; 7+ years planning-related experience desired; JD/CPA/CFP preferred; strong technical, communication, and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
4d
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Wealth Advisor - PNC Wealth Management
Boston, Massachusetts, United States
$77k-$128k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience preferred. Requires FINRA Series 7 and 66 or 63/65 licenses and Life and Health Insurance licensing.
1mo
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Wealth Advisor
Burlington, Massachusetts, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's in Economics/Finance or related; CFP (or in process) with 5 years' experience (or 7 years without CFP); strong financial planning knowledge, CRM and Microsoft Office proficiency, clean Form U4 required.
Salesforce, Microsoft Office
2mo
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Wealth Consultant
Boston, Massachusetts, United States
$106k-$133k/yr OnsiteFull Time
2+ YOEFINRA Series 7 and 66 or 65/63 required, CRPC required or able to obtain, bachelor's degree strongly preferred (2–5 years experience may be considered in lieu), 2+ years financial services or related experience, strong sales and client relationship skills.
Voya WealthPath, Orion, CRM
1d
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Wealth Advisor
Hackensack or Waltham or Charlotte or New York or Providence or Hamden or Princeton or Melville or Durham or Fairfax
$80k-$95k/yr OnsiteFull Time
3+ YOERequires 3+ years of financial services experience, a university degree preferred, and Series 7, 63, and 65 or 66 registrations completed within 120 days; 5+ years preferred.
AI
3mo
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Wealth Strategist: High Net Worth Estate & Business Planning
Boston, Massachusetts, United States
$124k-$186k/yr OnsiteFull Time
10+ YOEWealth planning, estate/trust services; bachelor’s degree; professional designation required; FINRA/Series licenses preferred; travel.
Naviplan, Money Guide Pro, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1mo
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VP/Wealth Advisor
Boston, Massachusetts, United States
$175k-$200k/yr OnsiteFull Time
Established client network and relationship-building skills; experience advising high-net-worth clients; strong interpersonal, communication, and ethical standards; passion for investing and strong academic background.
2mo
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Wealth Professional Services Consultant, Officer
Burlington or Clifton or Princeton
$70k-$119k/yr HybridFull Time
2+ YOEConsultant with wealth management CRIMS implementation expertise, strong client service, SQL knowledge, travel 20-40%, 4-year degree, 2-3+ years experience.
SQL, Relational Databases, Crystal Reports, FIX Protocol
3mo
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Senior Wealth Client Management Associate
Boston, Massachusetts, United States
$80k-$90k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years in family office or wealth management, strong Microsoft Office skills, CAPCONNECT/CRM familiarity, excellent communication and problem-solving.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF, CAPCONNECT, SharePoint
3w
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Wealth Advisor - Johnston, RI
Johnston, Rhode Island, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65/66, life/health/variable insurance license within 60 days, 2+ years financial advisor experience, new business development experience, familiarity with high-net-worth clients.
1w
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Wealth Planning Analyst
Boston, Massachusetts, United States
$75k-$80k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1-2 years experience, CFP preferred or willingness to obtain, proficiency with Microsoft Office and eMoney, strong analytical and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, eMoney
3w
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Wealth Management Advisor
Cambridge, Massachusetts, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required, Series 65 or 66 required, Life and Health insurance license within 120 days, CFP or CFA I preferred, strong sales and client relationship skills.
1mo
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Wealth Management Associate
Canton, Massachusetts, United States
$80k-$120k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3–5 years financial services experience, strong client service and communication skills, proficiency in Microsoft Office and Excel, interest in pursuing CFA/CFP helpful.
Microsoft Office, Microsoft Excel
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