Paraplanner: Centinel Financial Group

Paraplanner: Centinel Financial Group POSITION SUMMARY: Seeking a part time team member who is passionate about personal finance and helping clients achieve financial wellness. Preferred candidate is either enrolled in or is prepared to promptly enroll in a financial...

Client Advisor: Crestwood Advisors

Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Advisor to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, MA & Fairfield County, CT...