Registered Client Associate

Boston, MA • Hybrid (3 days in office) • Full-Time

About the Opportunity

Harrison Gray Search is recruiting on behalf of a well-established, full-service wealth management firm headquartered in Boston, MA, with offices across the United States. Our client offers a comprehensive suite of investment services — including financial planning, investment advisory, brokerage, retirement planning, and cash management — serving individuals, families, and institutions.

The firm fosters a professional, supportive environment where contributions are valued and there is genuine room for growth and advancement. The identity of the client will be shared with candidates as they progress through the interview process.

Role Overview

The Registered Client Associate is a forward-facing team member focused on helping clients achieve their financial ...