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  • Family Office Advisor

    Boston • Permanent

    Private investment firm with over 30 years in the industry seeking a Family Office Advisor who will be responsible for the preparation and delivery of services provided to the clients of the family office, coordinating with outside vendors and advisors who provide services to the clients of the family office, and overall assistance with administration and operations of the family office structure.

    • 30+ year Private Invesment Firm looking to expand family office in Boston
    • 5 yrs of experience with a CPA, CFP, JD, MST or related designation is required
  • Director, Wealth Management & Client Advisory

    Boston • USD50,000 - USD75,000 • Permanent

    A growing wealth management and investment advisory firm in Boston is growing its lean client advisory team with an experienced Director, Wealth Management & Client Advisory. With over $3 billion in assets, my client advises individuals, family offices, and institutions.

    • Relationship management opportunity working w/ ultra high net worth individuals
    • Join a growing multifamily office and investment advisory firm in Boston
  • Client Associate - Growing Wealth Management Firm

    Washington • USD60,000 - USD65,000 • Permanent

    We are seeking a talented Client Associate for our Washington DC office

    • Client Associate
    • Client Associate