Top Finance Jobs in Boston, MA

Branch-based advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and leverages internal specialists for financial planning, investment management, insurance, and estate planning to serve high-net-worth clients.

Underwrite and manage specialty lending credit requests and portfolio reviews for Private Bank and Wealth Management clients. Evaluate loan structures, perform financial and covenant analysis, prepare credit proposals, ensure policy compliance, monitor portfolio risk, and support audits and remediation. Collaborate with sales, credit risk, and senior stakeholders while mentoring team members and maintaining strong client service.