Wealth planner - associate and senior associate levels
WalthamWainwright Talent Partners
Wealth PlannerAssociate and Senior Associate LevelsCompany DescriptionOur client is a multi‐family office providing independent, fee‐only wealth management services to ultra‐high net worth individuals. They essentially act as the CFO for their multi‐generational client families, delivering highly personalized, holistic advice and [...]
Category Banking, Insurance, Finance & Accountancy
12 days ago in Manatal