Asset & Wealth Management
Boston, Massachusetts

Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston

OnsitePosted 1 week ago

Job details

Location
Boston, Massachusetts
Work type
Onsite
Posted
1 week ago
Apply on
hdpc.fa.us2.oraclecloud.com

About this role

Bachelor's degree; 2-4 years client service/financial industry experience; SIE, Series 7 and 63 required within 3 months; fast-paced environment; strong communication and client service skills.

What you'll do at Asset & Wealth Management:

  • Client service
  • Relationship management
  • Trading and settlement

Apply to this Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston role at Asset & Wealth Management with a tailored resume on ApplyBolt.

About Asset & Wealth Management

Asset & Wealth Management
Boston, Massachusetts