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financial advisor assistant jobs in cambridge, ma

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  • Vice President, Fiduciary

    BNY —Boston, MA

    Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth.

    13d

  • Armstrong Advisory Group —Needham Heights, MA

    Handle incoming client calls and requests for money movements, etc. Data entry into Financial Planning software. Experience using financial planning software.

    $70,000 - $110,000 a year

    Quick Apply

    7d

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