Top Tech Jobs & Startup Jobs in Boston, MA

The Merrill Team Financial Advisor develops a client base, recommends investment products, manages relationships, and meets performance hurdles with the support of experienced advisors.

The role involves advising high-net worth clients on investment strategies, managing client relationships, and collaborating with advisory teams to achieve business growth and meet financial targets.

The role involves advising high-net-worth clients, developing relationships, assessing financial goals, and preparing investment recommendations. It includes leveraging technology for business growth and building a sustainable book of business.