Senior Wealth Advisor - UHNW Client Strategy Lead

Masis Professional Group; Boston (MA); On-site; USD 180,000 - 250,000; Full time

Job summary

The wealth management firm in Boston seeks a Senior Wealth Advisor to take a lead role with UHNW client relationships, creating customized financial plans and running periodic portfolio reviews. You will guide discussions on portfolio positioning, performance, and planning, addressing client inquiries as part of a high-net-worth client service model.

This opportunity targets professionals with 10+ years of direct UHNW experience and offers a base salary in the $180K-$250K range plus bonus,

Qualifications

• 10+ years of direct UHNW client portfolio experience.
• Strong financial planning and portfolio review skills.
• Ability to lead client discussions and tailor strategies.

Responsibilities

• Lead UHNW client relationships and deliver customized financial plans.
• Prepare and run periodic portfolio reviews.
• Advise on portfolio positioning and planning, addressing client inquiries.

Job description

The wealth management firm in Boston seeks a Senior Wealth Advisor to take a lead role with UHNW client relationships, creating customized financial plans and running periodic portfolio reviews. You will guide discussions on portfolio positioning, performance, and planning, addressing client inquiries as part of a high-net-worth client service model.

This opportunity targets professionals with 10+ years of direct UHNW experience and offers a base salary in the $180K-$250K range plus bonus,