- Wells Fargo (Boston, MA)
- …well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning ... U/HNW clients + Advance degrees and/or professional designations/licenses, such as JD, MBA , MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or… more