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Ballentine Partners

Wealth Advisor

Reposted 19 Days AgoSaved
In-Office
2 Locations
90K-130K Annually
Senior level
90K-130K Annually
Senior level
Fintech • Software • Financial Services
The Wealth Advisor prepares client reviews, manages portfolios, provides investment advice, supports client onboarding, and mentors Wealth Advisor Associates while ensuring compliance with regulations.
Top Skills: Financial PlanningPortfolio Management
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