Asset & Wealth Management
Boston, Massachusetts
Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
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Apply to Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston at Asset & Wealth ManagementJob details
- Location
- Boston, Massachusetts
- Work type
- Onsite
- Posted
- May 28, 2026
- 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
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