About the role
A leading wealth management/RIA firm in Lynn is looking to hire a Wealth Advisor. This is a senior position and will be taking over quite a few of the firm's HNW relationships as some of the firm's leaders start to transition towards retirement.
This person will be the main relationship manager for client accounts and will need prior experience in a similar role. Ideal candidates will already have their CFP and will be able to assist in financial planning/making recommendations.
If this sounds like you, please apply directly and a member of JCW will be in contact.
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