with key internal team members (Legal, Compliance, Operations, Accounting).
Cultural fit is extremely important - this team is Management, FS Clients Services, or related
Bachelor's degree in Finance, Accounting, or related
CFP or CFP track required
Full-time- ID: #55202222
- State: Massachusetts Boston 02108 Boston USA
- City: Boston
- Salary: USD TBD TBD
- Showed: 2026-07-11
- Deadline: 2026-09-05
- Category: Accounting/finance