Wealth Advisor
cardataEast Boston (MA)
About the role
Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+ years of financial planning experience and CFP certification. You will deliver comprehensive financial planning across various strategies, maintaining client relationships without the need for business development. Benefits include a competitive compensation package, full health insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.