Top Tech Jobs & Startup Jobs in Boston, MA

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, and leveraging internal specialists. Drive new business through partner relationships and proactive outreach, grow existing client relationships, and serve high-net-worth individuals with services including investment management, insurance, estate planning, and financial planning.

Branch-based Wealth Advisor who builds and manages personalized wealth management practices, develops new business, partners with internal specialists, and services high-net-worth clients through financial planning, investment, insurance, and estate strategies.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development, expanding relationships via partners and referrals, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development and referrals, collaborating with internal specialists on investments, insurance and estate planning, and servicing high-net-worth clients in a team-oriented bank environment.

Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.

The Virtual Wealth Advisor identifies and sells investment and insurance products to clients, providing personalized financial strategies and maintaining compliance with regulatory requirements.

Engage and onboard affluent and high-net-worth clients, grow deposits, investments, and lending balances through discovery and financial planning, deepen relationships via proactive outreach, collaborate with Wealth Advisors and internal partners, and use Salesforce CRM to track activity and measure client satisfaction and asset growth.

The Senior Technology Risk Analyst leads IT risk management, oversees control testing, mentors analysts, and ensures compliance with industry standards and frameworks.

Branch-based Wealth Advisor builds and manages personalized wealth management strategies, grows client relationships through referrals and outreach, partners with internal specialists for planning, investment, insurance, and estate services, and focuses on new business development and high-net-worth clients.