Wealth Management Advisor (Dedham, MA)

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will: Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests Serve as the primary financial contact, navigating complex situations and guiding clients through and into retire…