Jobtailor in Boston seeks an experienced Senior Financial Advisor to manage assigned client accounts including trusts, estates, and personal retirement plans. You will develop comprehensive strategies, explain documents, and advise on banking, gifting, and tax matters.You will expand the client base, work independently on complex issues, gather financial information, prepare recommendations, and present to individual and institutional clients.#J-18808-Ljbffr
| Location | Boston, MA |