Wealth Management Associate jobs in United States
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Mayport Wealth Management ยท 10 hours ago

Wealth Management Associate

positionNewton, MA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Mayport Wealth Management is a Registered Investment Advisor in Newton, Massachusetts, managing $700 million for high-net-worth clients. They are seeking a Wealth Management Associate to assist in financial planning and investment analysis for their growing client base.

Financial ServicesProfessional ServicesWealth Management
Hiring Manager
Adam Grossman, CFA
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Responsibilities

Help serve the firm's growing base of clients
Responsibilities will include a combination of financial planning and investment analysis

Qualification

MBACFACFPFinancial PlanningInvestment Analysis

Required

MBA degree and/or the CFA or CFP designation, or progress toward one

Company

Mayport Wealth Management

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Mayport Wealth Management is a Boston-based Registered Investment Advisor.
dateFounded in 2017
location
Boston, Massachusetts, USA
people-size1 employee
web-link
https://www.mayport.com

Funding

Current Stage
Early Stage

Leadership Team

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Adam Grossman
Founder
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Recent News

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