Job Type: Full-time
We are searching for someone special to join our growing wealth management firm.
Are you looking for…
- A wealth management firm that prioritizes client interests, not products?
- A "holistic" approach to managing clients' wealth?
- A supportive environment that encourages and rewards a client-first mentality?
- A firm with outstanding integrity and a solid reputation?
Then, Aevitas just might be the firm for you!
Aevitas is a fee-only independent boutique firm built on a client-first approach to wealth management. We are looking to add an advisor who thrives on customer service and believes in providing independent and objective fiduciary advice.
Our firm is growing, and we want to expand our team by adding an experienced advisor with clients who can benefit from our services. Firm equity and growth opportunities exist. In addition to a competitive salary and bonus package, we offer a pension, long-term disability, and health insurance.
Our firm is based in Wellesley, MA.