Community Wealth Advisor Financial
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-27
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Community Private Client Advisor to offer financial planning and advice to clients in Boston. The role requires strong relationship management skills and a commitment to community engagement. You will build a book of business by delivering tailored investment solutions while educating clients about their options. A minimum of 2 years as a Financial Advisor, along with valid Series 7 and 66 licenses, are required.
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