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Wealth Strategist | Personal Finance & Planning
Job in
Andover, Essex County, Massachusetts, 05544, USA
Listed on 2026-03-12
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Advisor to deliver personalized financial advisory services to clients in Boston. The role emphasizes client relationship management, with responsibilities spanning financial planning, investment strategy, and proactive client engagement. Ideal candidates will have a bachelor's degree and over four years of experience in financial services. Strong communication and organization skills are crucial, as well as the ability to thrive in a dynamic environment.
This position offers competitive compensation and a supportive work culture.
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