Wealth Planner & Client Advisor (Series 7/63)
jobotWestborough, MA
Wealth Planner & Client Advisor (Series 7/63)
jobotWestborough, MA
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Jobot is seeking an experienced Financial Planner in Westborough, MA, to join a nationally recognized wealth management firm. The role involves delivering holistic financial planning services, building client relationships, and driving business development in a collaborative, growth-focused environment.
Candidates should have 5+ years in wealth management, Series 7/63 (or 65/66) licenses, a bachelor’s degree, and a CFP designation is highly preferred or attainable within a set timeframe.
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Westborough, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE