cardataEast Boston, MA
Wealth Advisor
Wealth Advisor
Wealth Advisor
cardataEast Boston, MA
8 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)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.
Also on the board Same function, level within a rung
Level
Senior
Location
East Boston, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago