About this role
Associate Wealth Advisor at Ci. Location: Boston, Massachusetts, United States. Role: support clients, prepare plans, advise investments Requirements: Bachelor’s degree; 4-8 years’ experience; CFP, CFA, CPA, JD, or MBA; advanced financial planning knowledge; experience with Salesforce, portfolio software, DocuSign, Microsoft Suite, planning software. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software Certifications: cfp, cfa, cpa, jd, mba Commitment: Full Time Workplace: Hybrid Languages: English